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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.85M | Buy |
104,140
+3,604
| +4% | +$168K | 0.07% | 288 |
|
|
2025
Q1 | $4.67M | Buy |
100,536
+89,263
| +792% | +$4.15M | 0.07% | 276 |
|
|
2024
Q4 | $578K | Buy |
+11,273
| New | +$578K | 0.01% | 877 |
|
|
2024
Q1 | – | Sell |
-33,256
| Closed | -$1.58M | – | 1400 |
|
|
2023
Q4 | $1.58M | Sell |
33,256
-583
| -2% | -$27.7K | 0.03% | 477 |
|
|
2023
Q3 | $1.39M | Sell |
33,839
-1,882
| -5% | -$77.5K | 0.03% | 462 |
|
|
2023
Q2 | $1.52M | Buy |
+35,721
| New | +$1.52M | 0.03% | 407 |
|
|
2018
Q4 | – | Sell |
-2,945
| Closed | -$111K | – | 1189 |
|
|
2018
Q3 | $111K | Buy |
+2,945
| New | +$111K | 0.01% | 1079 |
|
|
2018
Q2 | – | Sell |
-305
| Closed | -$10K | – | 1330 |
|
|
2018
Q1 | $10K | Hold |
305
| – | – | ﹤0.01% | 2309 |
|
|
2017
Q4 | $11K | Buy |
+305
| New | +$11K | ﹤0.01% | 2119 |
|