Well Done LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $799K | Buy |
|
|||||
|
2025
Q1 | $801K | Sell |
|
|||||
|
2024
Q4 | $860K | Hold |
|
|||||
|
2024
Q3 | $860K | Sell |
|
|||||
|
2024
Q2 | $806K | Sell |
|
|||||
|
2024
Q1 | $870K | Sell |
|
|||||
|
2023
Q4 | $837K | Sell |
|
|||||
|
2023
Q3 | $767K | Hold |
|
|||||
|
2023
Q2 | $790K | Hold |
|
|||||
|
2023
Q1 | $774K | Buy |
|
|||||
|
2022
Q4 | $715K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $38K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $38K | Buy |
|