Focus Financial Network’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 | $413K | Buy |
13,006
+312
| +2% | +$9.91K | 0.02% | 477 |
|
|
2025
Q1 | $406K | Sell |
12,694
-347
| -3% | -$11.1K | 0.02% | 465 |
|
|
2024
Q4 | $448K | Buy |
13,041
+286
| +2% | +$9.83K | 0.02% | 435 |
|
|
2024
Q3 | $440K | Sell |
12,755
-412
| -3% | -$14.2K | 0.02% | 435 |
|
|
2024
Q2 | $450K | Sell |
13,167
-14
| -0.1% | -$479 | 0.02% | 423 |
|
|
2024
Q1 | $403K | Hold |
13,181
| – | – | 0.02% | 423 |
|
|
2023
Q4 | $424K | Sell |
13,181
-51
| -0.4% | -$1.64K | 0.02% | 489 |
|
|
2023
Q3 | $373K | Sell |
13,232
-23,029
| -64% | -$649K | 0.02% | 414 |
|
|
2023
Q2 | $1.04M | Buy |
36,261
+56
| +0.2% | +$1.61K | 0.06% | 227 |
|
|
2023
Q1 | $1.03M | Buy |
+36,205
| New | +$1.03M | 0.06% | 227 |
|