Marathon Strategic Advisors’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 | $1.96M | Buy |
61,793
+2,359
| +4% | +$74.9K | 1.82% | 14 |
|
|
2025
Q1 | $1.9M | Buy |
59,434
+81
| +0.1% | +$2.59K | 2.04% | 14 |
|
|
2024
Q4 | $2.04M | Buy |
59,353
+506
| +0.9% | +$17.4K | 2.21% | 14 |
|
|
2024
Q3 | $2.03M | Buy |
58,847
+4,126
| +8% | +$142K | 2.14% | 14 |
|
|
2024
Q2 | $1.7M | Buy |
54,721
+467
| +0.9% | +$14.5K | 1.99% | 15 |
|
|
2024
Q1 | $1.77M | Buy |
54,254
+826
| +2% | +$27K | 2.16% | 11 |
|
|
2023
Q4 | $1.72M | Buy |
+53,428
| New | +$1.72M | 2.33% | 13 |
|