Exencial Wealth Advisors’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
Q3 | $366K | Sell |
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|
2025
Q2 | $350K | Sell |
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|
2025
Q1 | $362K | Sell |
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|
2024
Q4 | $399K | Sell |
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|
2024
Q3 | $482K | Buy |
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|
2024
Q2 | $435K | Sell |
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|
2024
Q1 | $461K | Sell |
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|
2023
Q4 | $456K | Buy |
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|
2023
Q3 | $369K | Sell |
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|
2023
Q2 | $582K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $213K | Sell |
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|
2021
Q4 | $222K | Buy |
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