Cornerstone Planning Group’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 | $15.9K | Buy |
499
+4
| +0.8% | +$128 | ﹤0.01% | 463 |
|
|
2025
Q1 | $14.8K | Sell |
495
-72
| -13% | -$2.16K | ﹤0.01% | 469 |
|
|
2024
Q4 | $19.8K | Buy |
567
+5
| +0.9% | +$175 | ﹤0.01% | 312 |
|
|
2024
Q3 | $19.3K | Buy |
562
+3
| +0.5% | +$103 | 0.01% | 302 |
|
|
2024
Q2 | $17.8K | Sell |
559
-37
| -6% | -$1.18K | 0.01% | 335 |
|
|
2024
Q1 | $18.8K | Sell |
596
-1,001
| -63% | -$31.5K | 0.01% | 303 |
|
|
2023
Q4 | $51.4K | Sell |
1,597
-3,871
| -71% | -$125K | 0.02% | 181 |
|
|
2023
Q3 | $154K | Sell |
5,468
-7,306
| -57% | -$206K | 0.06% | 89 |
|
|
2023
Q2 | $368K | Buy |
+12,774
| New | +$368K | 0.15% | 62 |
|
|
2022
Q4 | $383K | Buy |
+12,908
| New | +$383K | 0.16% | 71 |
|