Continuum Advisory’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 | – | Sell |
-4,099
| Closed | -$131K | – | 679 |
|
|
2025
Q1 | $131K | Buy |
4,099
+71
| +2% | +$2.27K | 0.02% | 478 |
|
|
2024
Q4 | $138K | Hold |
4,028
| – | – | 0.02% | 462 |
|
|
2024
Q3 | $146K | Hold |
4,028
| – | – | 0.02% | 450 |
|
|
2024
Q2 | $125K | Hold |
4,028
| – | – | 0.02% | 455 |
|
|
2024
Q1 | $130K | Buy |
+4,028
| New | +$130K | 0.02% | 443 |
|