Financial Gravity Asset Management’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
Q1 | $5.3K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $487 | Buy |
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|
2023
Q3 | $221 | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $236 | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $213 | Sell |
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|
2022
Q2 | $233 | Sell |
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|
2022
Q1 | $263 | Sell |
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|
2021
Q4 | $271 | Buy |
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|
2021
Q3 | $31K | Hold |
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|
2021
Q2 | $32K | Hold |
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|
2021
Q1 | $256 | Sell |
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|
2020
Q4 | $1K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2.87K | Buy |
|