Capital Investment Advisory Services’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 | $68.9K | Sell |
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|
2025
Q1 | $70.8K | Sell |
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|
2024
Q4 | $85.2K | Sell |
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|
2024
Q3 | $86.1K | Sell |
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|
2024
Q2 | $78.1K | Sell |
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|
2024
Q1 | $84.3K | Buy |
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|
2023
Q4 | $5.28K | Sell |
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|
2023
Q3 | $39.2K | Buy |
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|
2023
Q2 | $40K | Buy |
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|
2023
Q1 | $39.7K | Sell |
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|
2022
Q4 | $47K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $61K | Sell |
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|
2021
Q2 | $344K | Sell |
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|
2021
Q1 | $357K | Sell |
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|
2020
Q4 | $338K | Buy |
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|
2020
Q3 | $262K | Sell |
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|
2020
Q2 | $263K | Buy |
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|
2020
Q1 | $223K | Buy |
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