Insight 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 | $520K | Sell |
16,387
-647
| -4% | -$20.5K | 0.08% | 149 |
|
|
2025
Q1 | $544K | Sell |
17,034
-4,194
| -20% | -$134K | 0.09% | 133 |
|
|
2024
Q4 | $725K | Sell |
21,228
-517
| -2% | -$17.7K | 0.12% | 104 |
|
|
2024
Q3 | $750K | Buy |
21,745
+358
| +2% | +$12.3K | 0.13% | 113 |
|
|
2024
Q2 | $666K | Buy |
21,387
+633
| +3% | +$19.7K | 0.12% | 117 |
|
|
2024
Q1 | $678K | Buy |
20,754
+1,729
| +9% | +$56.5K | 0.13% | 117 |
|
|
2023
Q4 | $612K | Sell |
19,025
-237
| -1% | -$7.62K | 0.13% | 117 |
|
|
2023
Q3 | $543K | Sell |
19,262
-40
| -0.2% | -$1.13K | 0.12% | 124 |
|
|
2023
Q2 | $556K | Buy |
19,302
+122
| +0.6% | +$3.51K | 0.12% | 126 |
|
|
2023
Q1 | $548K | Buy |
19,180
+467
| +2% | +$13.3K | 0.13% | 125 |
|
|
2022
Q4 | $533K | Sell |
18,713
-195
| -1% | -$5.56K | 0.19% | 142 |
|
|
2022
Q3 | $487K | Buy |
18,908
+1,410
| +8% | +$36.3K | 0.19% | 134 |
|
|
2022
Q2 | $524K | Sell |
17,498
-182
| -1% | -$5.45K | 0.18% | 146 |
|
|
2022
Q1 | $563K | Buy |
17,680
+2,327
| +15% | +$74.1K | 0.17% | 156 |
|
|
2021
Q4 | $504K | Buy |
15,353
+114
| +0.7% | +$3.74K | 0.15% | 170 |
|
|
2021
Q3 | $502K | Buy |
15,239
+1,291
| +9% | +$42.5K | 0.15% | 173 |
|
|
2021
Q2 | $436K | Buy |
13,948
+3,964
| +40% | +$124K | 0.14% | 194 |
|
|
2021
Q1 | $318K | Sell |
9,984
-266
| -3% | -$8.47K | 0.1% | 251 |
|
|
2020
Q4 | $273K | Buy |
+10,250
| New | +$273K | 0.1% | 224 |
|