Kades & Cheifetz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.45M | Buy |
158,726
+49,228
| +45% | +$1.69M | 2.79% | 8 |
|
|
2024
Q3 | $3.78M | Buy |
109,498
+2,360
| +2% | +$81.4K | 2.16% | 14 |
|
|
2024
Q2 | $3.34M | Sell |
107,138
-3,129
| -3% | -$97.5K | 2.1% | 14 |
|
|
2024
Q1 | $3.6M | Sell |
110,267
-5,213
| -5% | -$170K | 2.31% | 13 |
|
|
2023
Q4 | $3.72M | Buy |
115,480
+2,788
| +2% | +$89.7K | 2.63% | 12 |
|
|
2023
Q3 | $3.18M | Buy |
112,692
+1,692
| +2% | +$47.7K | 2.52% | 11 |
|
|
2023
Q2 | $3.2M | Buy |
111,000
+1,771
| +2% | +$51K | 2.45% | 11 |
|
|
2023
Q1 | $3.12M | Buy |
109,229
+337
| +0.3% | +$9.63K | 2.46% | 11 |
|
|
2022
Q4 | $3.1M | Buy |
+108,892
| New | +$3.1M | 2.59% | 11 |
|