Larson Financial Group’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
Q2 | $20.7K | Sell |
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|
2025
Q1 | $28.6K | Hold |
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|
2024
Q4 | $30.7K | Sell |
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|
2024
Q3 | $39.2K | Sell |
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|
2024
Q2 | $40.4K | Buy |
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|
2024
Q1 | $42.2K | Sell |
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|
2023
Q4 | $42.6K | Sell |
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|
2023
Q3 | $90.4K | Sell |
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|
2023
Q2 | $92.9K | Sell |
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|
2023
Q1 | $103K | Buy |
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|
2022
Q4 | $88.5K | Sell |
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|
2022
Q3 | $86K | Buy |
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|
2022
Q2 | $90K | Buy |
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|
2022
Q1 | $94K | Sell |
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|
2021
Q4 | $130K | Sell |
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|
2021
Q3 | $284K | Buy |
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|
2021
Q2 | $294K | Buy |
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|
2021
Q1 | $57K | Buy |
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|
2020
Q4 | $23K | Buy |
|