Integral Investment 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 | $368K | Hold |
11,580
| – | – | 0.11% | 116 |
|
|
2025
Q1 | $370K | Hold |
11,580
| – | – | 0.12% | 115 |
|
|
2024
Q4 | $398K | Hold |
11,580
| – | – | 0.13% | 109 |
|
|
2024
Q3 | $399K | Hold |
11,580
| – | – | 0.13% | 109 |
|
|
2024
Q2 | $357K | Sell |
11,580
-3,017
| -21% | -$93K | 0.13% | 113 |
|
|
2024
Q1 | $474K | Buy |
+14,597
| New | +$474K | 0.2% | 90 |
|