Financial Gravity Asset Management’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
Q1 | $5.31K | Buy |
+166
| New | +$5.31K | ﹤0.01% | 711 |
|
|
2024
Q1 | – | Sell |
-16
| Closed | -$487 | – | 1990 |
|
|
2023
Q4 | $487 | Buy |
16
+8
| +100% | +$244 | ﹤0.01% | 1161 |
|
|
2023
Q3 | $221 | Buy |
+8
| New | +$221 | ﹤0.01% | 937 |
|
|
2023
Q2 | – | Sell |
-29
| Closed | -$236 | – | 1659 |
|
|
2023
Q1 | $236 | Buy |
+29
| New | +$236 | 0.01% | 590 |
|
|
2022
Q4 | – | Sell |
-26
| Closed | -$213 | – | 1429 |
|
|
2022
Q3 | $213 | Sell |
26
-2
| -7% | -$16 | 0.01% | 541 |
|
|
2022
Q2 | $233 | Sell |
28
-4
| -13% | -$33 | 0.01% | 507 |
|
|
2022
Q1 | $263 | Sell |
32
-1
| -3% | -$8 | 0.01% | 527 |
|
|
2021
Q4 | $271 | Buy |
33
+25
| +313% | +$205 | 0.01% | 591 |
|
|
2021
Q3 | $31K | Hold |
8
| – | – | 0.01% | 699 |
|
|
2021
Q2 | $32K | Hold |
8
| – | – | 0.01% | 691 |
|
|
2021
Q1 | $256 | Sell |
8
-31
| -79% | -$992 | 0.01% | 435 |
|
|
2020
Q4 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 386 |
|
|
2020
Q2 | – | Sell |
-159
| Closed | -$2.87K | – | 217 |
|
|
2020
Q1 | $2.87K | Buy |
+159
| New | +$2.87K | 0.01% | 373 |
|