Stifel Financial’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Buy |
4,750
+17
| +0.4% | +$791 | ﹤0.01% | 3215 |
|
|
2025
Q1 | $220K | Buy |
4,733
+38
| +0.8% | +$1.77K | ﹤0.01% | 3141 |
|
|
2024
Q4 | $241K | Buy |
4,695
+346
| +8% | +$17.7K | ﹤0.01% | 3071 |
|
|
2024
Q3 | $224K | Sell |
4,349
-16
| -0.4% | -$824 | ﹤0.01% | 3102 |
|
|
2024
Q2 | $206K | Buy |
4,365
+335
| +8% | +$15.8K | ﹤0.01% | 3101 |
|
|
2024
Q1 | $200K | Sell |
4,030
-504
| -11% | -$25K | ﹤0.01% | 3098 |
|
|
2023
Q4 | $215K | Buy |
+4,534
| New | +$215K | ﹤0.01% | 3031 |
|
|
2023
Q2 | – | Sell |
-5,955
| Closed | -$248K | – | 3338 |
|
|
2023
Q1 | $248K | Buy |
+5,955
| New | +$248K | ﹤0.01% | 2927 |
|