GHP Investment 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 | $3.18K | Sell |
100
-330
| -77% | -$10.5K | ﹤0.01% | 843 |
|
|
2025
Q1 | $13.7K | Hold |
430
| – | – | ﹤0.01% | 649 |
|
|
2024
Q4 | $14.8K | Hold |
430
| – | – | ﹤0.01% | 644 |
|
|
2024
Q3 | $14.8K | Hold |
430
| – | – | ﹤0.01% | 665 |
|
|
2024
Q2 | $13.4K | Hold |
430
| – | – | ﹤0.01% | 650 |
|
|
2024
Q1 | $14.1K | Buy |
+430
| New | +$14.1K | ﹤0.01% | 623 |
|