JFS Wealth Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.17K | Buy |
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|
2025
Q1 | $4.16K | Hold |
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|
2024
Q4 | $4.45K | Buy |
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|
2024
Q3 | $4.44K | Buy |
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|
2024
Q2 | $3.98K | Buy |
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|
2024
Q1 | $4.14K | Buy |
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|
2023
Q4 | $4.05K | Buy |
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|
2023
Q3 | $3.52K | Buy |
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|
2023
Q2 | $3.57K | Buy |
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|
2023
Q1 | $3.51K | Buy |
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|
2022
Q4 | $3.48K | Buy |
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|
2022
Q3 | $3K | Buy |
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|
2022
Q2 | $3K | Buy |
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|
2022
Q1 | $4K | Buy |
|