Stonebridge Financial Group’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	$11.7M	Buy	250,951 +17,383	+7%	+$809K	1.13%	25
2025 Q1	$10.9M	Buy	233,568 +49,432	+27%	+$2.3M	1.16%	24
2024 Q4	$9.43M	Buy	+184,136	New	+$9.43M	1.04%	26