GPS Wealth Strategies Group’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 | $168K | Buy |
5,276
+72
| +1% | +$2.29K | 0.02% | 355 |
|
|
2025
Q1 | $166K | Sell |
5,204
-17
| -0.3% | -$543 | 0.02% | 338 |
|
|
2024
Q4 | $179K | Buy |
5,221
+157
| +3% | +$5.39K | 0.02% | 315 |
|
|
2024
Q3 | $175K | Buy |
5,064
+49
| +1% | +$1.69K | 0.02% | 330 |
|
|
2024
Q2 | $156K | Buy |
5,015
+429
| +9% | +$13.4K | 0.02% | 308 |
|
|
2024
Q1 | $150K | Sell |
4,586
-171
| -4% | -$5.59K | 0.02% | 296 |
|
|
2023
Q4 | $153K | Sell |
4,757
-182
| -4% | -$5.85K | 0.03% | 280 |
|
|
2023
Q3 | $139K | Buy |
4,939
+116
| +2% | +$3.27K | 0.03% | 291 |
|
|
2023
Q2 | $139K | Buy |
4,823
+1,195
| +33% | +$34.4K | 0.03% | 298 |
|
|
2023
Q1 | $104K | Buy |
+3,628
| New | +$104K | 0.02% | 344 |
|