Larson Financial Group’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 | $20.7K | Sell |
652
-243
| -27% | -$7.72K | ﹤0.01% | 1468 |
|
|
2025
Q1 | $28.6K | Hold |
895
| – | – | ﹤0.01% | 1219 |
|
|
2024
Q4 | $30.7K | Sell |
895
-242
| -21% | -$8.31K | ﹤0.01% | 1056 |
|
|
2024
Q3 | $39.2K | Sell |
1,137
-159
| -12% | -$5.49K | ﹤0.01% | 966 |
|
|
2024
Q2 | $40.4K | Buy |
1,296
+4
| +0.3% | +$125 | ﹤0.01% | 860 |
|
|
2024
Q1 | $42.2K | Sell |
1,292
-34
| -3% | -$1.11K | ﹤0.01% | 729 |
|
|
2023
Q4 | $42.6K | Sell |
1,326
-1,881
| -59% | -$60.5K | ﹤0.01% | 684 |
|
|
2023
Q3 | $90.4K | Sell |
3,207
-19
| -0.6% | -$536 | 0.01% | 469 |
|
|
2023
Q2 | $92.9K | Sell |
3,226
-371
| -10% | -$10.7K | 0.01% | 439 |
|
|
2023
Q1 | $103K | Buy |
3,597
+487
| +16% | +$13.9K | 0.01% | 428 |
|
|
2022
Q4 | $88.5K | Sell |
3,110
-238
| -7% | -$6.77K | 0.01% | 424 |
|
|
2022
Q3 | $86K | Buy |
3,348
+173
| +5% | +$4.44K | 0.01% | 378 |
|
|
2022
Q2 | $90K | Buy |
3,175
+211
| +7% | +$5.98K | 0.02% | 271 |
|
|
2022
Q1 | $94K | Sell |
2,964
-984
| -25% | -$31.2K | 0.02% | 281 |
|
|
2021
Q4 | $130K | Sell |
3,948
-5,262
| -57% | -$173K | 0.02% | 242 |
|
|
2021
Q3 | $284K | Buy |
9,210
+3
| +0% | +$93 | 0.06% | 123 |
|
|
2021
Q2 | $294K | Buy |
9,207
+7,371
| +401% | +$235K | 0.07% | 98 |
|
|
2021
Q1 | $57K | Buy |
1,836
+987
| +116% | +$30.6K | 0.02% | 230 |
|
|
2020
Q4 | $23K | Buy |
+849
| New | +$23K | 0.01% | 344 |
|