Founders Financial Securities’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 | $483K | Buy |
15,207
+395
| +3% | +$12.5K | 0.04% | 350 |
|
|
2025
Q1 | $448K | Buy |
14,812
+2,398
| +19% | +$72.6K | 0.04% | 330 |
|
|
2024
Q4 | $426K | Sell |
12,414
-890
| -7% | -$30.6K | 0.04% | 330 |
|
|
2024
Q3 | $459K | Sell |
13,304
-2,773
| -17% | -$95.6K | 0.04% | 281 |
|
|
2024
Q2 | $501K | Buy |
16,077
+2,395
| +18% | +$74.6K | 0.05% | 289 |
|
|
2024
Q1 | $447K | Buy |
13,682
+1,111
| +9% | +$36.3K | 0.05% | 280 |
|
|
2023
Q4 | $404K | Buy |
12,571
+913
| +8% | +$29.4K | 0.04% | 275 |
|
|
2023
Q3 | $329K | Sell |
11,658
-998
| -8% | -$28.1K | 0.04% | 257 |
|
|
2023
Q2 | $364K | Buy |
12,656
+78
| +0.6% | +$2.25K | 0.05% | 245 |
|
|
2023
Q1 | $359K | Buy |
12,578
+330
| +3% | +$9.43K | 0.05% | 244 |
|
|
2022
Q4 | $348K | Sell |
12,248
-20
| -0.2% | -$569 | 0.05% | 238 |
|
|
2022
Q3 | $316K | Buy |
+12,268
| New | +$316K | 0.06% | 225 |
|