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Clearstead Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Clearstead Advisors’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$667K Sell
21,005
-1,413
-6% -$44.9K 0.01% 528
2025
Q1 		$716K Buy
22,418
+1,260
+6% +$40.3K 0.01% 485
2024
Q4 		$727K Sell
21,158
-197
-0.9% -$6.77K 0.01% 481
2024
Q3 		$737K Buy
21,355
+697
+3% +$24K 0.01% 482
2024
Q2 		$643K Buy
+20,658
New +$643K 0.01% 488