Costello Asset 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
$3.26K Sell
2025
Q1
$3.71K Hold
2024
Q4
$3.97K Buy
2024
Q3
$3.96K Buy