HHRDM
H&H Retirement Design & Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.57M | Buy |
171,838
+16,819
| +11% | +$545K | 3.06% | 10 |
|
|
2025
Q1 | $4.5M | Buy |
155,019
+1,267
| +0.8% | +$36.8K | 3% | 11 |
|
|
2024
Q4 | $5.19M | Buy |
153,752
+493
| +0.3% | +$16.6K | 3.15% | 9 |
|
|
2024
Q3 | $5.32M | Buy |
153,259
+6,585
| +4% | +$229K | 3.13% | 9 |
|
|
2024
Q2 | $5M | Buy |
146,674
+3,439
| +2% | +$117K | 3.09% | 8 |
|
|
2024
Q1 | $4.47M | Sell |
143,235
-16,746
| -10% | -$523K | 2.95% | 9 |
|
|
2023
Q4 | $4.93M | Buy |
159,981
+3,626
| +2% | +$112K | 3.1% | 10 |
|
|
2023
Q3 | $4.29M | Buy |
156,355
+360
| +0.2% | +$9.89K | 2.97% | 11 |
|
|
2023
Q2 | $4.62M | Sell |
155,995
-433
| -0.3% | -$12.8K | 3.07% | 9 |
|
|
2023
Q1 | $4.45M | Buy |
+156,428
| New | +$4.45M | 2.83% | 10 |
|