Bellwether 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 | $5.4K | Hold |
170
| – | – | ﹤0.01% | 414 |
|
|
2025
Q1 | $5.43K | Hold |
170
| – | – | ﹤0.01% | 365 |
|
|
2024
Q4 | $5.84K | Buy |
+170
| New | +$5.84K | ﹤0.01% | 369 |
|
|
2023
Q2 | – | Sell |
-170
| Closed | -$4.86K | – | 178 |
|
|
2023
Q1 | $4.86K | Hold |
170
| – | – | ﹤0.01% | 307 |
|
|
2022
Q4 | $4.83K | Hold |
170
| – | – | ﹤0.01% | 314 |
|
|
2022
Q3 | $4K | Hold |
170
| – | – | ﹤0.01% | 332 |
|
|
2022
Q2 | $4K | Hold |
170
| – | – | ﹤0.01% | 292 |
|
|
2022
Q1 | $5K | Hold |
170
| – | – | ﹤0.01% | 358 |
|
|
2021
Q4 | $5K | Hold |
170
| – | – | ﹤0.01% | 392 |
|
|
2021
Q3 | $5K | Hold |
170
| – | – | ﹤0.01% | 363 |
|
|
2021
Q2 | $5K | Sell |
170
-112
| -40% | -$3.29K | ﹤0.01% | 314 |
|
|
2021
Q1 | $8K | Hold |
282
| – | – | ﹤0.01% | 266 |
|
|
2020
Q4 | $7K | Buy |
+282
| New | +$7K | ﹤0.01% | 251 |
|