Fairman 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 | $48.2K | Hold |
1,518
| – | – | 0.04% | 101 |
|
2025
Q1 | $52.2K | Hold |
1,518
| – | – | 0.05% | 95 |
|
2024
Q4 | $52.2K | Hold |
1,518
| – | – | 0.04% | 105 |
|
2024
Q3 | $52.4K | Hold |
1,518
| – | – | 0.05% | 106 |
|
2024
Q2 | $47.3K | Hold |
1,518
| – | – | 0.05% | 110 |
|
2024
Q1 | $49.6K | Hold |
1,518
| – | – | 0.05% | 98 |
|
2023
Q4 | $48.9K | Buy |
+1,518
| New | +$48.9K | 0.05% | 104 |
|