SI
Saxon Interests’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,125
| Closed | -$213K | – | 191 |
|
|
2024
Q3 | $213K | Buy |
+4,125
| New | +$213K | 0.1% | 166 |
|
|
2024
Q2 | – | Sell |
-4,715
| Closed | -$234K | – | 183 |
|
|
2024
Q1 | $234K | Hold |
4,715
| – | – | 0.11% | 157 |
|
|
2023
Q4 | $224K | Buy |
+4,715
| New | +$224K | 0.11% | 165 |
|