Sunbelt Securities’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 | $191K | Sell |
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|
2025
Q2 | $321K | Sell |
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|
2025
Q1 | $307K | Buy |
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|
2024
Q4 | $320K | Buy |
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|
2024
Q3 | $305K | Buy |
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|
2024
Q2 | $169K | Buy |
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|
2024
Q1 | $102K | Buy |
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|
2023
Q4 | $96.6K | Buy |
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|
2023
Q3 | $37.6K | Buy |
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|
2023
Q2 | $24.8K | Buy |
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|
2023
Q1 | $15.7K | Buy |
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