Midland Wealth 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 | $230K | Sell |
7,247
-4,734
| -40% | -$150K | 0.01% | 162 |
|
|
2025
Q1 | $383K | Hold |
11,981
| – | – | 0.02% | 137 |
|
|
2024
Q4 | $412K | Sell |
11,981
-1,500
| -11% | -$51.5K | 0.02% | 140 |
|
|
2024
Q3 | $465K | Sell |
13,481
-727
| -5% | -$25.1K | 0.03% | 143 |
|
|
2024
Q2 | $443K | Buy |
14,208
+525
| +4% | +$16.4K | 0.03% | 150 |
|
|
2024
Q1 | $447K | Sell |
13,683
-11,720
| -46% | -$383K | 0.03% | 148 |
|
|
2023
Q4 | $817K | Buy |
+25,403
| New | +$817K | 0.06% | 102 |
|