Gallagher Fiduciary Advisors’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 | $311K | Buy |
9,793
+80
| +0.8% | +$2.54K | 0.01% | 248 |
|
|
2025
Q1 | $310K | Buy |
9,713
+49
| +0.5% | +$1.57K | 0.01% | 235 |
|
|
2024
Q4 | $332K | Buy |
9,664
+72
| +0.8% | +$2.47K | 0.07% | 203 |
|
|
2024
Q3 | $331K | Buy |
9,592
+71
| +0.7% | +$2.45K | 0.07% | 181 |
|
|
2024
Q2 | $297K | Buy |
9,521
+87
| +0.9% | +$2.71K | 0.07% | 160 |
|
|
2024
Q1 | $308K | Buy |
9,434
+45
| +0.5% | +$1.47K | 0.01% | 148 |
|
|
2023
Q4 | $302K | Buy |
9,389
+73
| +0.8% | +$2.35K | 0.01% | 143 |
|
|
2023
Q3 | $263K | Sell |
9,316
-6,545
| -41% | -$185K | 0.02% | 143 |
|
|
2023
Q2 | $457K | Buy |
15,861
+126
| +0.8% | +$3.63K | 0.03% | 129 |
|
|
2023
Q1 | $449K | Buy |
+15,735
| New | +$449K | 0.04% | 127 |
|