GPS Wealth Strategies Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$168K Buy
2025
Q1
$166K Sell
2024
Q4
$179K Buy
2024
Q3
$175K Buy
2024
Q2
$156K Buy
2024
Q1
$150K Sell
2023
Q4
$153K Sell
2023
Q3
$139K Buy
2023
Q2
$139K Buy
2023
Q1
$104K Buy