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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$585K Sell
2025
Q2
$630K Sell
2025
Q1
$830K Sell
2024
Q4
$2.83M Sell
2024
Q3
$5.08M Sell
2024
Q2
$5.64M Sell
2024
Q1
$6.85M Sell
2023
Q4
$7.5M Buy
2023
Q3
$6.31M Buy