AC
DES icon

Apella Capital’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Apella Capital’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06M Hold
26,457
– – 0.02% 364
2026
Q1 		$1.01M Buy
26,457
+715
+3% +$25.8K 0.02% 366
2025
Q4 		$861K Sell
25,742
-465
-2% -$15.5K 0.02% 293
2025
Q3 		$863K Buy
26,207
+465
+2% +$15.4K 0.02% 267
2025
Q2 		$841K Sell
25,742
-2,040
-7% -$62.8K 0.02% 243
2025
Q1 		$832K Sell
27,782
-712
-2% -$23.9K 0.03% 208
2024
Q4 		$979K Buy
+28,494
New +$1.01M 0.04% 164

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LKWM
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EWM
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TBFA
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WAP
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EF
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SEIA
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FRA
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TWM
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