Signet Financial Management’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $451K | Sell |
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|
2025
Q2 | $452K | Sell |
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2025
Q1 | $620K | Sell |
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|
2024
Q4 | $822K | Buy |
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|
2024
Q3 | $819K | Sell |
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|
2024
Q2 | $770K | Sell |
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|
2024
Q1 | $865K | Sell |
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|
2023
Q4 | $871K | Sell |
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|
2023
Q3 | $767K | Sell |
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|
2023
Q2 | $846K | Sell |
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|
2023
Q1 | $839K | Sell |
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|
2022
Q4 | $880K | Sell |
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|
2022
Q3 | $842K | Buy |
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|
2022
Q2 | $900K | Sell |
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|
2022
Q1 | $1.03M | Sell |
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|
2021
Q4 | $1.12M | Sell |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q2 | $1.07M | Sell |
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|
2021
Q1 | $1.1M | Sell |
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|
2020
Q4 | $1.05M | Buy |
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|
2020
Q3 | $851K | Buy |
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|
2020
Q2 | $830K | Buy |
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|
2020
Q1 | $526K | Sell |
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|
2019
Q4 | $921K | Buy |
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|
2019
Q3 | $896K | Sell |
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|
2019
Q2 | $1.03M | Sell |
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|
2019
Q1 | $1.04M | Buy |
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|
2018
Q4 | $803K | Buy |
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|
2018
Q3 | $855K | Buy |
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|
2018
Q2 | $776K | Buy |
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|
2018
Q1 | $497K | Buy |
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|
2017
Q4 | $264K | Buy |
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