COWA LLC’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 | $720K | Buy |
22,673
+1,441
| +7% | +$45.8K | 0.27% | 69 |
|
|
2025
Q1 | $679K | Buy |
21,232
+5,355
| +34% | +$171K | 0.29% | 66 |
|
|
2024
Q4 | $545K | Buy |
15,877
+2,356
| +17% | +$80.9K | 0.25% | 78 |
|
|
2024
Q3 | $466K | Buy |
13,521
+5,612
| +71% | +$194K | 0.22% | 84 |
|
|
2024
Q2 | $246K | Buy |
7,909
+1,268
| +19% | +$39.5K | 0.13% | 111 |
|
|
2024
Q1 | $217K | Buy |
+6,641
| New | +$217K | 0.13% | 114 |
|