Treasure Coast Financial Planning’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
Q1 | – | Sell |
-4,084
| Closed | -$209K | – | 41 |
|
|
2024
Q4 | $209K | Hold |
4,084
| – | – | 0.14% | 36 |
|
|
2024
Q3 | $210K | Buy |
+4,084
| New | +$210K | 0.13% | 33 |
|
|
2024
Q2 | – | Sell |
-4,084
| Closed | -$203K | – | 33 |
|
|
2024
Q1 | $203K | Sell |
4,084
-641
| -14% | -$31.8K | 0.13% | 34 |
|
|
2023
Q4 | $224K | Sell |
4,725
-261
| -5% | -$12.4K | 0.16% | 30 |
|
|
2023
Q3 | $205K | Sell |
4,986
-880
| -15% | -$36.2K | 0.14% | 31 |
|
|
2023
Q2 | $249K | Sell |
5,866
-6
| -0.1% | -$255 | 0.17% | 30 |
|
|
2023
Q1 | $244K | Sell |
5,872
-612
| -9% | -$25.4K | 0.17% | 35 |
|
|
2022
Q4 | $261K | Buy |
+6,484
| New | +$261K | 0.19% | 31 |
|