Cahill Financial Advisors’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 | $1.72M | Buy |
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|
2025
Q1 | $1.71M | Buy |
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|
2024
Q4 | $1.83M | Buy |
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|
2024
Q3 | $1.82M | Buy |
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|
2024
Q2 | $1.59M | Buy |
|
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|
2024
Q1 | $1.67M | Buy |
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|
2023
Q4 | $1.62M | Buy |
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|
2023
Q3 | $1.39M | Buy |
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|
2023
Q2 | $1.37M | Buy |
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|
2023
Q1 | $1.2M | Buy |
|
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|
2022
Q4 | $1.13M | Sell |
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|
2022
Q3 | $1.38M | Buy |
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|
2022
Q2 | $1.32M | Buy |
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|
2022
Q1 | $1.23M | Buy |
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q3 | $968K | Buy |
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