JFS Wealth 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 | $4.17K | Buy |
131
+1
| +0.8% | +$32 | ﹤0.01% | 1145 |
|
|
2025
Q1 | $4.16K | Hold |
130
| – | – | ﹤0.01% | 1191 |
|
|
2024
Q4 | $4.45K | Buy |
130
+1
| +0.8% | +$34 | ﹤0.01% | 1174 |
|
|
2024
Q3 | $4.44K | Buy |
129
+1
| +0.8% | +$34 | ﹤0.01% | 1169 |
|
|
2024
Q2 | $3.98K | Buy |
128
+1
| +0.8% | +$31 | ﹤0.01% | 1163 |
|
|
2024
Q1 | $4.14K | Buy |
127
+1
| +0.8% | +$33 | ﹤0.01% | 1168 |
|
|
2023
Q4 | $4.05K | Buy |
126
+1
| +0.8% | +$32 | ﹤0.01% | 1140 |
|
|
2023
Q3 | $3.52K | Buy |
125
+1
| +0.8% | +$28 | ﹤0.01% | 1141 |
|
|
2023
Q2 | $3.57K | Buy |
124
+1
| +0.8% | +$29 | ﹤0.01% | 1159 |
|
|
2023
Q1 | $3.51K | Buy |
123
+1
| +0.8% | +$29 | ﹤0.01% | 1132 |
|
|
2022
Q4 | $3.48K | Buy |
122
+1
| +0.8% | +$29 | ﹤0.01% | 1143 |
|
|
2022
Q3 | $3K | Buy |
121
+1
| +0.8% | +$25 | ﹤0.01% | 1163 |
|
|
2022
Q2 | $3K | Buy |
120
+1
| +0.8% | +$25 | ﹤0.01% | 1168 |
|
|
2022
Q1 | $4K | Buy |
+119
| New | +$4K | ﹤0.01% | 1124 |
|