Tyler-Stone Wealth Management’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 | $2.17M | Sell |
46,520
-13
| -0% | -$605 | 0.35% | 56 |
|
|
2025
Q1 | $2.16M | Buy |
46,533
+27,815
| +149% | +$1.29M | 0.39% | 54 |
|
|
2024
Q4 | $959K | Buy |
18,718
+13,297
| +245% | +$681K | 0.17% | 110 |
|
|
2024
Q3 | $279K | Buy |
5,421
+3,062
| +130% | +$158K | 0.05% | 258 |
|
|
2024
Q2 | $111K | Buy |
2,359
+1,415
| +150% | +$66.6K | 0.05% | 270 |
|
|
2024
Q1 | $46.9K | Buy |
+944
| New | +$46.9K | 0.02% | 363 |
|