Brady Family Wealth’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 | $323K | Hold |
10,174
| – | – | 0.1% | 93 |
|
|
2025
Q1 | $325K | Hold |
10,174
| – | – | 0.1% | 92 |
|
|
2024
Q4 | $349K | Hold |
10,174
| – | – | 0.11% | 91 |
|
|
2024
Q3 | $351K | Hold |
10,174
| – | – | 0.11% | 97 |
|
|
2024
Q2 | $317K | Buy |
10,174
+61
| +0.6% | +$1.9K | 0.1% | 97 |
|
|
2024
Q1 | $330K | Buy |
10,113
+63
| +0.6% | +$2.06K | 0.11% | 99 |
|
|
2023
Q4 | $323K | Buy |
10,050
+21
| +0.2% | +$676 | 0.11% | 99 |
|
|
2023
Q3 | $283K | Buy |
10,029
+51
| +0.5% | +$1.44K | 0.11% | 101 |
|
|
2023
Q2 | $287K | Buy |
9,978
+52
| +0.5% | +$1.5K | 0.11% | 103 |
|
|
2023
Q1 | $283K | Sell |
9,926
-146
| -1% | -$4.17K | 0.11% | 106 |
|
|
2022
Q4 | $286K | Buy |
+10,072
| New | +$286K | 0.12% | 106 |
|