Farther Finance Advisors’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 | $384K | Buy |
12,100
+10,347
| +590% | +$329K | 0.01% | 1040 |
|
|
2025
Q1 | $56.2K | Buy |
1,753
+410
| +31% | +$13.1K | ﹤0.01% | 1834 |
|
|
2024
Q4 | $46.1K | Sell |
1,343
-87
| -6% | -$2.99K | ﹤0.01% | 1703 |
|
|
2024
Q3 | $49.3K | Buy |
1,430
+1,344
| +1,563% | +$46.3K | ﹤0.01% | 1664 |
|
|
2024
Q2 | $2.66K | Sell |
86
-2,590
| -97% | -$80.1K | ﹤0.01% | 2674 |
|
|
2024
Q1 | $86.5K | Sell |
2,676
-289
| -10% | -$9.34K | 0.01% | 989 |
|
|
2023
Q4 | $95.4K | Buy |
+2,965
| New | +$95.4K | 0.01% | 817 |
|