SWM
DGRS icon

SHP Wealth Management’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

SHP Wealth Management’s Portfolio DGRS Stock Details DGRS Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$742 Hold
2025
Q4 		$695 Buy