JT Stratford LLC’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
Q3 | $393K | Sell |
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|
2025
Q2 | $380K | Buy |
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|
2025
Q1 | $378K | Sell |
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|
2024
Q4 | $467K | Sell |
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|
2024
Q3 | $493K | Buy |
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|
2024
Q2 | $362K | Buy |
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|
2024
Q1 | $378K | Sell |
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|
2023
Q4 | $537K | Sell |
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|
2023
Q3 | $498K | Sell |
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|
2023
Q2 | $642K | Sell |
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|
2023
Q1 | $690K | Sell |
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|
2022
Q4 | $715K | Buy |
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|
2022
Q3 | $636K | Sell |
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|
2022
Q2 | $708K | Buy |
|