WDL
Well Done LLC’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $799K | Buy |
17,163
+1,522
| +10% | +$70.8K | 0.15% | 87 |
|
|
2025
Q1 | $801K | Sell |
15,641
-1,053
| -6% | -$53.9K | 0.15% | 80 |
|
|
2024
Q4 | $860K | Hold |
16,694
| – | – | 0.16% | 77 |
|
|
2024
Q3 | $860K | Sell |
16,694
-415
| -2% | -$21.4K | 0.16% | 77 |
|
|
2024
Q2 | $806K | Sell |
17,109
-420
| -2% | -$19.8K | 0.17% | 78 |
|
|
2024
Q1 | $870K | Sell |
17,529
-104
| -0.6% | -$5.16K | 0.17% | 75 |
|
|
2023
Q4 | $837K | Sell |
17,633
-991
| -5% | -$47K | 0.16% | 78 |
|
|
2023
Q3 | $767K | Hold |
18,624
| – | – | 0.17% | 73 |
|
|
2023
Q2 | $790K | Hold |
18,624
| – | – | 0.17% | 75 |
|
|
2023
Q1 | $774K | Buy |
18,624
+849
| +5% | +$35.3K | 0.17% | 73 |
|
|
2022
Q4 | $715K | Buy |
+17,775
| New | +$715K | 0.15% | 80 |
|
|
2019
Q1 | – | Sell |
-1,220
| Closed | -$38K | – | 267 |
|
|
2018
Q4 | $38K | Buy |
+1,220
| New | +$38K | 0.01% | 284 |
|
|
2018
Q2 | – | Sell |
-1,120
| Closed | -$38K | – | 216 |
|
|
2018
Q1 | $38K | Buy |
+1,120
| New | +$38K | 0.01% | 252 |
|