Wealth Enhancement Advisory Services’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 | $795K | Buy |
16,232
+1,012
| +7% | +$49.5K | ﹤0.01% | 1874 |
|
|
2025
Q1 | $708K | Sell |
15,220
-3,535
| -19% | -$164K | ﹤0.01% | 1807 |
|
|
2024
Q4 | $961K | Buy |
18,755
+5,792
| +45% | +$297K | ﹤0.01% | 1558 |
|
|
2024
Q3 | $668K | Sell |
12,963
-1,863
| -13% | -$96K | ﹤0.01% | 1618 |
|
|
2024
Q2 | $698K | Buy |
14,826
+550
| +4% | +$25.9K | ﹤0.01% | 1450 |
|
|
2024
Q1 | $709K | Sell |
14,276
-897
| -6% | -$44.5K | ﹤0.01% | 1392 |
|
|
2023
Q4 | $720K | Sell |
15,173
-2,134
| -12% | -$101K | ﹤0.01% | 1304 |
|
|
2023
Q3 | $713K | Buy |
+17,307
| New | +$713K | ﹤0.01% | 1241 |
|