Cahill Financial Advisors’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 | $1.72M | Buy |
54,288
+869
| +2% | +$27.6K | 0.21% | 79 |
|
|
2025
Q1 | $1.71M | Buy |
53,419
+187
| +0.4% | +$5.98K | 0.23% | 78 |
|
|
2024
Q4 | $1.83M | Buy |
53,232
+325
| +0.6% | +$11.2K | 0.25% | 75 |
|
|
2024
Q3 | $1.82M | Buy |
52,907
+1,783
| +3% | +$61.5K | 0.25% | 72 |
|
|
2024
Q2 | $1.59M | Buy |
51,124
+167
| +0.3% | +$5.2K | 0.22% | 88 |
|
|
2024
Q1 | $1.67M | Buy |
50,957
+663
| +1% | +$21.7K | 0.23% | 84 |
|
|
2023
Q4 | $1.62M | Buy |
50,294
+1,067
| +2% | +$34.3K | 0.24% | 84 |
|
|
2023
Q3 | $1.39M | Buy |
49,227
+1,649
| +3% | +$46.5K | 0.23% | 91 |
|
|
2023
Q2 | $1.37M | Buy |
47,578
+5,443
| +13% | +$157K | 0.22% | 92 |
|
|
2023
Q1 | $1.2M | Buy |
42,135
+2,447
| +6% | +$69.9K | 0.21% | 107 |
|
|
2022
Q4 | $1.13M | Sell |
39,688
-13,849
| -26% | -$394K | 0.22% | 110 |
|
|
2022
Q3 | $1.38M | Buy |
53,537
+6,840
| +15% | +$176K | 0.29% | 81 |
|
|
2022
Q2 | $1.32M | Buy |
46,697
+8,097
| +21% | +$229K | 0.28% | 84 |
|
|
2022
Q1 | $1.23M | Buy |
38,600
+6,242
| +19% | +$199K | 0.23% | 95 |
|
|
2021
Q4 | $1.06M | Buy |
32,358
+955
| +3% | +$31.4K | 0.21% | 105 |
|
|
2021
Q3 | $968K | Buy |
+31,403
| New | +$968K | 0.2% | 106 |
|