Householder Group Estate & Retirement Specialist’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 |
-4,856
| Closed | -$167K | – | 688 |
|
|
2024
Q3 | $167K | Hold |
4,856
| – | – | 0.05% | 277 |
|
|
2024
Q2 | $151K | Buy |
4,856
+634
| +15% | +$19.7K | 0.04% | 281 |
|
|
2024
Q1 | $138K | Hold |
4,222
| – | – | 0.04% | 296 |
|
|
2023
Q4 | $135K | Hold |
4,222
| – | – | 0.04% | 289 |
|
|
2023
Q3 | $119K | Buy |
+4,222
| New | +$119K | 0.04% | 285 |
|
|
2023
Q1 | $121K | Buy |
+4,222
| New | +$121K | 0.05% | 263 |
|
|
2022
Q4 | – | Sell |
-2,550
| Closed | -$65K | – | 488 |
|
|
2022
Q3 | $65K | Buy |
+2,550
| New | +$65K | 0.03% | 350 |
|