United Advisor 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 | $4.23M | Buy |
90,777
+1,398
| +2% | +$65.1K | 0.73% | 32 |
|
|
2025
Q1 | $4.16M | Buy |
89,379
+6,560
| +8% | +$305K | 0.85% | 28 |
|
|
2024
Q4 | $4.24M | Buy |
82,819
+12,638
| +18% | +$647K | 0.84% | 29 |
|
|
2024
Q3 | $3.62M | Buy |
70,181
+15,251
| +28% | +$786K | 0.82% | 27 |
|
|
2024
Q2 | $2.59M | Buy |
54,930
+16,381
| +42% | +$772K | 0.8% | 29 |
|
|
2024
Q1 | $1.91M | Buy |
+38,549
| New | +$1.91M | 0.72% | 39 |
|