Better Money Decisions’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 | $306K | Buy |
9,648
+68
| +0.7% | +$2.16K | 0.19% | 63 |
|
|
2025
Q1 | $306K | Buy |
9,580
+446
| +5% | +$14.3K | 0.2% | 60 |
|
|
2024
Q4 | $314K | Buy |
+9,134
| New | +$314K | 0.22% | 55 |
|
|
2023
Q1 | – | Sell |
-7,551
| Closed | -$215K | – | 65 |
|
|
2022
Q4 | $215K | Buy |
+7,551
| New | +$215K | 0.19% | 61 |
|
|
2022
Q3 | – | Sell |
-7,035
| Closed | -$199K | – | 145 |
|
|
2022
Q2 | $199K | Hold |
7,035
| – | – | 0.17% | 56 |
|
|
2022
Q1 | $224K | Sell |
7,035
-1
| -0% | -$32 | 0.21% | 55 |
|
|
2021
Q4 | $231K | Buy |
7,036
+2,436
| +53% | +$80K | 0.19% | 59 |
|
|
2021
Q3 | $142K | Buy |
4,600
+800
| +21% | +$24.7K | 0.12% | 88 |
|
|
2021
Q2 | $121K | Buy |
+3,800
| New | +$121K | 0.11% | 90 |
|