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Seneca House Advisors’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
2018
Q3
Sell
-7,044
Closed -$258K 100
2018
Q2
$258K Sell
7,044
-5,040
-42% -$185K 0.21% 83
2018
Q1
$415K Sell
12,084
-875
-7% -$30.1K 0.35% 70
2017
Q4
$463K Buy
+12,959
New +$463K 0.4% 65