Creative Financial Designs’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 | $4.61K | Sell |
145
-54
| -27% | -$1.72K | ﹤0.01% | 1545 |
|
|
2025
Q1 | $6.36K | Buy |
199
+16
| +9% | +$511 | ﹤0.01% | 1420 |
|
|
2024
Q4 | $6.29K | Buy |
183
+35
| +24% | +$1.2K | ﹤0.01% | 1371 |
|
|
2024
Q3 | $5.11K | Hold |
148
| – | – | ﹤0.01% | 1371 |
|
|
2024
Q2 | $4.61K | Buy |
148
+39
| +36% | +$1.22K | ﹤0.01% | 1329 |
|
|
2024
Q1 | $3.56K | Hold |
109
| – | – | ﹤0.01% | 1382 |
|
|
2023
Q4 | $3.51K | Hold |
109
| – | – | ﹤0.01% | 1330 |
|
|
2023
Q3 | $3.07K | Hold |
109
| – | – | ﹤0.01% | 1271 |
|
|
2023
Q2 | $3.14K | Sell |
109
-85
| -44% | -$2.45K | ﹤0.01% | 1252 |
|
|
2023
Q1 | $5.54K | Hold |
194
| – | – | ﹤0.01% | 1087 |
|
|
2022
Q4 | $5.52K | Hold |
194
| – | – | ﹤0.01% | 1018 |
|
|
2022
Q3 | $5K | Hold |
194
| – | – | ﹤0.01% | 1028 |
|
|
2022
Q2 | $5K | Buy |
194
+1
| +0.5% | +$26 | ﹤0.01% | 995 |
|
|
2022
Q1 | $6K | Buy |
+193
| New | +$6K | ﹤0.01% | 1002 |
|