Aspire Private Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-654
| Closed | -$22.6K | – | 267 |
|
|
2024
Q3 | $22.6K | Hold |
654
| – | – | 0.01% | 296 |
|
|
2024
Q2 | $20.4K | Hold |
654
| – | – | 0.01% | 313 |
|
|
2024
Q1 | $21.4K | Hold |
654
| – | – | 0.01% | 317 |
|
|
2023
Q4 | $21K | Hold |
654
| – | – | 0.01% | 310 |
|
|
2023
Q3 | $18.4K | Hold |
654
| – | – | 0.01% | 321 |
|
|
2023
Q2 | $18.8K | Hold |
654
| – | – | 0.01% | 301 |
|
|
2023
Q1 | $18.7K | Hold |
654
| – | – | 0.01% | 298 |
|
|
2022
Q4 | $18.6K | Hold |
654
| – | – | 0.01% | 297 |
|
|
2022
Q3 | $17K | Hold |
654
| – | – | 0.01% | 292 |
|
|
2022
Q2 | $18K | Hold |
654
| – | – | 0.01% | 285 |
|
|
2022
Q1 | $21K | Buy |
+654
| New | +$21K | 0.01% | 277 |
|