Investment Partners Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $547K | Buy |
17,213
+115
| +0.7% | +$3.65K | 0.38% | 75 |
|
|
2025
Q1 | $546K | Buy |
17,098
+1,081
| +7% | +$34.5K | 0.43% | 76 |
|
|
2024
Q4 | $550K | Buy |
16,017
+70
| +0.4% | +$2.41K | 0.43% | 69 |
|
|
2024
Q3 | $550K | Sell |
15,947
-1,372
| -8% | -$47.3K | 0.45% | 71 |
|
|
2024
Q2 | $539K | Sell |
17,319
-143
| -0.8% | -$4.45K | 0.48% | 64 |
|
|
2024
Q1 | $571K | Sell |
17,462
-85
| -0.5% | -$2.78K | 0.52% | 61 |
|
|
2023
Q4 | $564K | Buy |
+17,547
| New | +$564K | 0.56% | 56 |
|