ICA Group Wealth Management’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
Q2 | $25.6K | Sell |
823
-1,880
| -70% | -$58.5K | 0.02% | 325 |
|
|
2024
Q1 | $88.3K | Buy |
2,703
+45
| +2% | +$1.47K | 0.02% | 425 |
|
|
2023
Q4 | $85.5K | Buy |
+2,658
| New | +$85.5K | 0.02% | 393 |
|
|
2023
Q3 | – | Sell |
-2,656
| Closed | -$76.5K | – | 445 |
|
|
2023
Q2 | $76.5K | Buy |
2,656
+301
| +13% | +$8.67K | 0.02% | 390 |
|
|
2023
Q1 | $67.3K | Buy |
2,355
+490
| +26% | +$14K | 0.02% | 418 |
|
|
2022
Q4 | $53.1K | Buy |
+1,865
| New | +$53.1K | 0.01% | 499 |
|