Miracle Mile 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 | $585K | Buy |
18,405
+1,567
| +9% | +$49.8K | 0.01% | 454 |
|
|
2025
Q1 | $538K | Sell |
16,838
-10,542
| -39% | -$337K | 0.01% | 422 |
|
|
2024
Q4 | $941K | Buy |
27,380
+313
| +1% | +$10.8K | 0.02% | 344 |
|
|
2024
Q3 | $934K | Sell |
27,067
-1,822
| -6% | -$62.8K | 0.02% | 288 |
|
|
2024
Q2 | $900K | Sell |
28,889
-4,857
| -14% | -$151K | 0.02% | 282 |
|
|
2024
Q1 | $1.1M | Buy |
33,746
+15,584
| +86% | +$509K | 0.03% | 251 |
|
|
2023
Q4 | $584K | Sell |
18,162
-14,337
| -44% | -$461K | 0.02% | 322 |
|
|
2023
Q3 | $916K | Buy |
32,499
+4,578
| +16% | +$129K | 0.03% | 263 |
|
|
2023
Q2 | $804K | Buy |
27,921
+816
| +3% | +$23.5K | 0.02% | 288 |
|
|
2023
Q1 | $774K | Buy |
+27,105
| New | +$774K | 0.03% | 309 |
|
|
2015
Q4 | – | Sell |
-40,155
| Closed | -$843K | – | 57 |
|
|
2015
Q3 | $843K | Sell |
40,155
-2,175
| -5% | -$45.7K | 0.28% | 29 |
|
|
2015
Q2 | $994K | Buy |
42,330
+24,930
| +143% | +$585K | 0.67% | 15 |
|
|
2015
Q1 | $418K | Buy |
17,400
+4,710
| +37% | +$113K | 0.44% | 16 |
|
|
2014
Q4 | $300K | Buy |
+12,690
| New | +$300K | 0.32% | 22 |
|