Better Money Decisions’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
Q2
$306K Buy
2025
Q1
$306K Buy
2024
Q4
$314K Buy
2023
Q1
Sell
2022
Q4
$215K Buy
2022
Q3
Sell
2022
Q2
$199K Hold
2022
Q1
$224K Sell
2021
Q4
$231K Buy
2021
Q3
$142K Buy
2021
Q2
$121K Buy