Collaborative Wealth Management’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 | $369K | Sell |
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|
2025
Q1 | $396K | Sell |
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|
2024
Q4 | $461K | Buy |
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|
2024
Q3 | $461K | Buy |
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|
2024
Q2 | $415K | Buy |
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|
2024
Q1 | $433K | Sell |
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|
2023
Q4 | $452K | Sell |
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|
2023
Q3 | $399K | Sell |
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|
2023
Q2 | $524K | Sell |
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|
2023
Q1 | $530K | Sell |
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|
2022
Q4 | $613K | Sell |
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|
2022
Q3 | $563K | Sell |
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|
2022
Q2 | $635K | Buy |
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|
2021
Q4 | $747K | Buy |
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|
2021
Q1 | $726K | Buy |
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