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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $360K | Sell |
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|
2025
Q4 | $717K | Sell |
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2025
Q3 | $752K | Sell |
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2025
Q2 | $795K | Buy |
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|
2025
Q1 | $708K | Sell |
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|
2024
Q4 | $961K | Buy |
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|
2024
Q3 | $668K | Sell |
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|
2024
Q2 | $698K | Buy |
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|
2024
Q1 | $709K | Sell |
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|
2023
Q4 | $720K | Sell |
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|
2023
Q3 | $713K | Buy |
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