Guidance Capital’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
2024
Q4
Sell
-19,297
Closed -$678K 204
2024
Q3
$678K Sell
19,297
-395
-2% -$13.9K 0.21% 111
2024
Q2
$688K Sell
19,692
-695
-3% -$24.3K 0.23% 103
2024
Q1
$627K Buy
+20,387
New +$627K 0.23% 96