Coppell Advisory Solutions’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
Q1 | – | Sell |
-55
| Closed | -$1.88K | – | 683 |
|
|
2024
Q4 | $1.88K | Hold |
55
| – | – | ﹤0.01% | 1547 |
|
|
2024
Q3 | $1.89K | Sell |
55
-189
| -77% | -$6.48K | ﹤0.01% | 1454 |
|
|
2024
Q2 | $7.6K | Buy |
+244
| New | +$7.6K | ﹤0.01% | 1092 |
|
|
2023
Q4 | $1.77K | Sell |
55
-62
| -53% | -$1.99K | ﹤0.01% | 1309 |
|
|
2023
Q3 | $3.33K | Buy |
117
+62
| +113% | +$1.76K | ﹤0.01% | 791 |
|
|
2023
Q2 | $1.59K | Buy |
+55
| New | +$1.59K | ﹤0.01% | 1051 |
|
|
2023
Q1 | – | Sell |
-117
| Closed | -$3.33K | – | 409 |
|
|
2022
Q4 | $3.33K | Buy |
+117
| New | +$3.33K | ﹤0.01% | 793 |
|