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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$910K Buy
19,551
+298
+2% +$13.9K 0.13% 94
2025
Q1 		$895K Buy
19,253
+1,943
+11% +$90.4K 0.17% 130
2024
Q4 		$887K Buy
17,310
+2,537
+17% +$130K 0.17% 129
2024
Q3 		$761K Buy
+14,773
New +$761K 0.24% 82