Cascade Financial Partners’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 | $5.34M | Sell |
168,108
-3,477
| -2% | -$110K | 0.64% | 33 |
|
|
2025
Q1 | $5.48M | Sell |
171,585
-908
| -0.5% | -$29K | 0.69% | 30 |
|
|
2024
Q4 | $5.93M | Buy |
172,493
+5,005
| +3% | +$172K | 0.77% | 27 |
|
|
2024
Q3 | $5.76M | Buy |
167,488
+1,730
| +1% | +$59.5K | 0.72% | 26 |
|
|
2024
Q2 | $5.16M | Buy |
165,758
+630
| +0.4% | +$19.6K | 0.68% | 27 |
|
|
2024
Q1 | $5.11M | Buy |
+165,128
| New | +$5.11M | 0.74% | 27 |
|