Strategic Financial Concepts’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Strategic Financial Concepts’s Portfolio DGRS Stock Details DGRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.68M	Buy
2025 Q2	$910K	Buy
2025 Q1	$895K	Buy
2024 Q4	$887K	Buy
2024 Q3	$761K	Buy