Blue Trust Inc’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
Q1
Sell
-18,038
Closed -$509K 2308
2023
Q4
$509K Buy
18,038
+18,037
+1,803,700% +$509K 0.01% 241
2023
Q3
$0 Sell
1
-108,467
-100% ﹤0.01% 2090
2023
Q2
$3.1M Buy
+108,468
New +$3.1M 0.05% 80