Stratos Wealth Partners’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 | $2.97M | Sell |
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|
2025
Q2 | $4.85M | Buy |
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2025
Q1 | $4.67M | Buy |
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|
2024
Q4 | $578K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.58M | Sell |
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|
2023
Q3 | $1.39M | Sell |
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|
2023
Q2 | $1.52M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $111K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $10K | Hold |
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|
2017
Q4 | $11K | Buy |
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