Ashton Thomas Private Wealth’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$206K Buy
2024
Q3
Sell
2024
Q2
$77.4K Buy
2021
Q4
Sell
2021
Q3
$256K Sell
2021
Q2
$304K Sell
2021
Q1
$325K Sell
2020
Q4
$303K Sell
2020
Q3
$336K Sell
2020
Q2
$443K Sell
2020
Q1
$523K Sell
2019
Q4
$1.29M Buy