TRUADVICE’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $939K | Buy |
23,289
+13,343
| +134% | +$538K | 0.37% | 76 |
|
|
2023
Q2 | $435K | Sell |
9,946
-868
| -8% | -$38K | 0.16% | 146 |
|
|
2023
Q1 | $439K | Buy |
10,814
+342
| +3% | +$13.9K | 0.17% | 134 |
|
|
2022
Q4 | $457K | Sell |
10,472
-465
| -4% | -$20.3K | 0.24% | 85 |
|
|
2022
Q3 | $448K | Sell |
10,937
-226
| -2% | -$9.26K | 0.25% | 79 |
|
|
2022
Q2 | $474K | Sell |
11,163
-30
| -0.3% | -$1.27K | 0.25% | 82 |
|
|
2022
Q1 | $470K | Sell |
11,193
-481
| -4% | -$20.2K | 0.26% | 76 |
|
|
2021
Q4 | $529K | Buy |
11,674
+314
| +3% | +$14.2K | 0.5% | 58 |
|
|
2021
Q3 | $550K | Sell |
11,360
-21,131
| -65% | -$1.02M | 0.5% | 55 |
|
|
2021
Q2 | $1.46M | Buy |
32,491
+2,984
| +10% | +$134K | 0.32% | 79 |
|
|
2021
Q1 | $1.39M | Sell |
29,507
-2,933
| -9% | -$138K | 0.41% | 58 |
|
|
2020
Q4 | $1.34M | Sell |
32,440
-5,612
| -15% | -$232K | 0.41% | 60 |
|
|
2020
Q3 | $1.25M | Buy |
+38,052
| New | +$1.25M | 0.51% | 47 |
|