Heritage Wealth 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 | $56.2K | Sell |
1,769
-1,700
| -49% | -$54K | ﹤0.01% | 289 |
|
|
2025
Q1 | $111K | Hold |
3,469
| – | – | 0.01% | 233 |
|
|
2024
Q4 | $119K | Hold |
3,469
| – | – | 0.01% | 240 |
|
|
2024
Q3 | $120K | Hold |
3,469
| – | – | 0.01% | 250 |
|
|
2024
Q2 | $108K | Hold |
3,469
| – | – | ﹤0.01% | 248 |
|
|
2024
Q1 | $113K | Hold |
3,469
| – | – | 0.01% | 248 |
|
|
2023
Q4 | $112K | Hold |
3,469
| – | – | 0.01% | 256 |
|
|
2023
Q3 | $97.8K | Hold |
3,469
| – | – | 0.01% | 249 |
|
|
2023
Q2 | $99.9K | Hold |
3,469
| – | – | 0.01% | 255 |
|
|
2023
Q1 | $99.1K | Hold |
3,469
| – | – | 0.01% | 260 |
|
|
2022
Q4 | $98.7K | Hold |
3,469
| – | – | 0.01% | 264 |
|
|
2022
Q3 | $89.3K | Hold |
3,469
| – | – | 0.01% | 259 |
|
|
2022
Q2 | $98K | Hold |
3,469
| – | – | 0.01% | 260 |
|
|
2022
Q1 | $111K | Hold |
3,469
| – | – | 0.01% | 244 |
|
|
2021
Q4 | $114K | Hold |
3,469
| – | – | 0.01% | 252 |
|
|
2021
Q3 | $107K | Hold |
3,469
| – | – | 0.01% | 244 |
|
|
2021
Q2 | $111K | Hold |
3,469
| – | – | 0.01% | 250 |
|
|
2021
Q1 | $108K | Hold |
3,469
| – | – | 0.01% | 258 |
|
|
2020
Q4 | $92K | Hold |
3,469
| – | – | 0.01% | 266 |
|
|
2020
Q3 | $73.1K | Hold |
3,469
| – | – | 0.01% | 239 |
|
|
2020
Q2 | $73.5K | Hold |
3,469
| – | – | 0.01% | 230 |
|
|
2020
Q1 | $62.5K | Hold |
3,469
| – | – | 0.01% | 236 |
|
|
2019
Q4 | $99.5K | Hold |
3,469
| – | – | 0.01% | 232 |
|
|
2019
Q3 | $94K | Hold |
3,469
| – | – | 0.01% | 216 |
|
|
2019
Q2 | $94K | Hold |
3,469
| – | – | 0.01% | 196 |
|
|
2019
Q1 | $95.5K | Buy |
+3,469
| New | +$95.5K | 0.02% | 179 |
|