Bartlett & Co Wealth Management’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 | $1.4K | Hold |
44
| – | – | ﹤0.01% | 1124 |
|
|
2025
Q1 | $1.41K | Hold |
44
| – | – | ﹤0.01% | 1090 |
|
|
2024
Q4 | $1.51K | Hold |
44
| – | – | ﹤0.01% | 1053 |
|
|
2024
Q3 | $1.52K | Hold |
44
| – | – | ﹤0.01% | 1058 |
|
|
2024
Q2 | $1.37K | Hold |
44
| – | – | ﹤0.01% | 1076 |
|
|
2024
Q1 | $1.44K | Hold |
44
| – | – | ﹤0.01% | 1054 |
|
|
2023
Q4 | $1.43K | Hold |
44
| – | – | ﹤0.01% | 1173 |
|
|
2023
Q3 | $1.24K | Hold |
44
| – | – | ﹤0.01% | 1101 |
|
|
2023
Q2 | $1.27K | Hold |
44
| – | – | ﹤0.01% | 1092 |
|
|
2023
Q1 | $1.26K | Hold |
44
| – | – | ﹤0.01% | 1005 |
|
|
2022
Q4 | $1.25K | Hold |
44
| – | – | ﹤0.01% | 1038 |
|
|
2022
Q3 | $1.13K | Hold |
44
| – | – | ﹤0.01% | 1104 |
|
|
2022
Q2 | $1.24K | Hold |
44
| – | – | ﹤0.01% | 1225 |
|
|
2022
Q1 | $1.4K | Buy |
+44
| New | +$1.4K | ﹤0.01% | 1014 |
|