Founders Financial Alliance’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 | $397K | Buy |
12,496
+11,991
| +2,374% | +$381K | 0.09% | 214 |
|
|
2025
Q1 | $16.1K | Hold |
505
| – | – | ﹤0.01% | 505 |
|
|
2024
Q4 | $17.3K | Hold |
505
| – | – | ﹤0.01% | 450 |
|
|
2024
Q3 | $17.4K | Sell |
505
-180
| -26% | -$6.21K | ﹤0.01% | 459 |
|
|
2024
Q2 | $21.3K | Hold |
685
| – | – | 0.01% | 435 |
|
|
2024
Q1 | $22.4K | Buy |
+685
| New | +$22.4K | 0.01% | 436 |
|
|
2022
Q3 | – | Sell |
-1,353
| Closed | -$38K | – | 486 |
|
|
2022
Q2 | $38K | Buy |
+1,353
| New | +$38K | 0.02% | 357 |
|
|
2021
Q1 | – | Sell |
-101
| Closed | -$3K | – | 465 |
|
|
2020
Q4 | $3K | Hold |
101
| – | – | ﹤0.01% | 398 |
|
|
2020
Q3 | $2K | Buy |
+101
| New | +$2K | ﹤0.01% | 1190 |
|