Steward Partners Investment Advisory’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 | $369K | Sell |
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|
2025
Q2 | $347K | Hold |
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|
2025
Q1 | $347K | Buy |
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|
2024
Q4 | $131K | Hold |
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|
2024
Q3 | $132K | Hold |
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|
2024
Q2 | $120K | Hold |
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|
2024
Q1 | $127K | Hold |
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|
2023
Q4 | $121K | Hold |
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|
2023
Q3 | $105K | Sell |
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|
2023
Q2 | $206K | Hold |
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|
2023
Q1 | $202K | Sell |
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|
2022
Q4 | $197K | Buy |
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|
2022
Q3 | $167K | Hold |
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|
2022
Q2 | $185K | Buy |
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|
2022
Q1 | $199K | Hold |
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|
2021
Q4 | $212K | Buy |
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|
2021
Q3 | $152K | Sell |
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|
2021
Q2 | $175K | Sell |
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|
2021
Q1 | $191K | Buy |
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|
2020
Q4 | $60K | Hold |
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|
2020
Q3 | $47K | Sell |
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|
2020
Q2 | $49K | Hold |
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|
2020
Q1 | $40K | Buy |
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|
2019
Q4 | $58K | Hold |
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|
2019
Q3 | $55K | Sell |
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|
2019
Q2 | $60K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $110K | Sell |
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|
2018
Q2 | $119K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $59K | Hold |
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|
2017
Q1 | $59K | Buy |
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