Capstone Triton Financial Group’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
2024
Q4
$212K Buy
2024
Q3
$211K Buy
2021
Q3
Sell
2021
Q2
$1.49M Sell
2021
Q1
$1.75M Sell
2020
Q4
$1.5M Buy