Ally Invest Advisors’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 | $226K | Sell |
7,106
-378
| -5% | -$12K | 0.02% | 73 |
|
|
2025
Q1 | $239K | Sell |
7,484
-239
| -3% | -$7.64K | 0.02% | 68 |
|
|
2024
Q4 | $265K | Sell |
7,723
-368
| -5% | -$12.6K | 0.02% | 62 |
|
|
2024
Q3 | $279K | Sell |
8,091
-1,545
| -16% | -$53.3K | 0.02% | 60 |
|
|
2024
Q2 | $300K | Sell |
9,636
-64
| -0.7% | -$1.99K | 0.03% | 57 |
|
|
2024
Q1 | $317K | Sell |
9,700
-1,397
| -13% | -$45.7K | 0.03% | 56 |
|
|
2023
Q4 | $357K | Sell |
11,097
-605
| -5% | -$19.5K | 0.04% | 47 |
|
|
2023
Q3 | $330K | Sell |
11,702
-333
| -3% | -$9.39K | 0.04% | 45 |
|
|
2023
Q2 | $346K | Buy |
12,035
+1,318
| +12% | +$37.9K | 0.04% | 43 |
|
|
2023
Q1 | $306K | Buy |
+10,717
| New | +$306K | 0.04% | 41 |
|