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Willner & Heller’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Willner & Heller’s Portfolio DGRS Stock Details DGRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$449K Buy
9,637
+255
+3% +$11.9K 0.38% 88
2025
Q1 		$436K Buy
9,382
+2,591
+38% +$120K 0.4% 85
2024
Q4 		$348K Buy
+6,791
New +$348K 0.3% 106