JT Stratford LLC’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 | $380K | Buy |
11,972
+136
| +1% | +$4.32K | 0.06% | 219 |
|
|
2025
Q1 | $378K | Sell |
11,836
-1,751
| -13% | -$56K | 0.07% | 216 |
|
|
2024
Q4 | $467K | Sell |
13,587
-719
| -5% | -$24.7K | 0.08% | 204 |
|
|
2024
Q3 | $493K | Buy |
14,306
+2,673
| +23% | +$92.2K | 0.08% | 206 |
|
|
2024
Q2 | $362K | Buy |
11,633
+63
| +0.5% | +$1.96K | 0.07% | 215 |
|
|
2024
Q1 | $378K | Sell |
11,570
-5,136
| -31% | -$168K | 0.08% | 207 |
|
|
2023
Q4 | $537K | Sell |
16,706
-957
| -5% | -$30.8K | 0.12% | 175 |
|
|
2023
Q3 | $498K | Sell |
17,663
-4,643
| -21% | -$131K | 0.13% | 166 |
|
|
2023
Q2 | $642K | Sell |
22,306
-1,865
| -8% | -$53.7K | 0.17% | 135 |
|
|
2023
Q1 | $690K | Sell |
24,171
-979
| -4% | -$28K | 0.2% | 116 |
|
|
2022
Q4 | $715K | Buy |
25,150
+438
| +2% | +$12.5K | 0.23% | 109 |
|
|
2022
Q3 | $636K | Sell |
24,712
-378
| -2% | -$9.73K | 0.23% | 90 |
|
|
2022
Q2 | $708K | Buy |
+25,090
| New | +$708K | 0.22% | 96 |
|