Abundance Wealth Counselors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Sell |
14,560
-24
| -0.2% | -$762 | 0.09% | 126 |
|
|
2025
Q1 | $466K | Buy |
14,584
+604
| +4% | +$19.3K | 0.1% | 119 |
|
|
2024
Q4 | $480K | Sell |
13,980
-45
| -0.3% | -$1.55K | 0.1% | 115 |
|
|
2024
Q3 | $484K | Buy |
14,025
+2,356
| +20% | +$81.3K | 0.1% | 113 |
|
|
2024
Q2 | $363K | Buy |
11,669
+3,505
| +43% | +$109K | 0.17% | 62 |
|
|
2024
Q1 | $267K | Buy |
+8,164
| New | +$267K | 0.06% | 122 |
|