Team Financial Group’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 | $630K | Sell |
13,542
-4,297
| -24% | -$200K | 0.31% | 21 |
|
|
2025
Q1 | $830K | Sell |
17,839
-37,392
| -68% | -$1.74M | 0.48% | 19 |
|
|
2024
Q4 | $2.83M | Sell |
55,231
-43,409
| -44% | -$2.22M | 1.62% | 14 |
|
|
2024
Q3 | $5.08M | Sell |
98,640
-21,181
| -18% | -$1.09M | 3.02% | 10 |
|
|
2024
Q2 | $5.64M | Sell |
119,821
-18,118
| -13% | -$854K | 3.63% | 10 |
|
|
2024
Q1 | $6.85M | Sell |
137,939
-20,060
| -13% | -$996K | 4.61% | 8 |
|
|
2023
Q4 | $7.5M | Buy |
157,999
+4,869
| +3% | +$231K | 5.38% | 5 |
|
|
2023
Q3 | $6.31M | Buy |
+153,130
| New | +$6.31M | 5.21% | 7 |
|