Focus Partners Wealth’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 | $1.76M | Buy |
55,497
+12
| +0% | +$381 | ﹤0.01% | 935 |
|
|
2025
Q1 | $1.77M | Buy |
55,485
+4,404
| +9% | +$141K | ﹤0.01% | 873 |
|
|
2024
Q4 | $1.75M | Buy |
51,081
+39,174
| +329% | +$1.35M | ﹤0.01% | 859 |
|
|
2024
Q3 | $411K | Buy |
11,907
+2,668
| +29% | +$92K | ﹤0.01% | 1194 |
|
|
2024
Q2 | $288K | Buy |
9,239
+71
| +0.8% | +$2.21K | ﹤0.01% | 1078 |
|
|
2024
Q1 | $300K | Buy |
+9,168
| New | +$300K | ﹤0.01% | 833 |
|