MCP
Mirador Capital Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,726
| Closed | -$215K | – | 202 |
|
|
2025
Q1 | $215K | Sell |
6,726
-41
| -0.6% | -$1.31K | 0.04% | 186 |
|
|
2024
Q4 | $232K | Buy |
+6,767
| New | +$232K | 0.04% | 178 |
|
|
2023
Q3 | – | Sell |
-8,815
| Closed | -$254K | – | 190 |
|
|
2023
Q2 | $254K | Buy |
8,815
+122
| +1% | +$3.51K | 0.06% | 170 |
|
|
2023
Q1 | $248K | Buy |
+8,693
| New | +$248K | 0.06% | 168 |
|
|
2019
Q4 | – | Sell |
-17,055
| Closed | -$467K | – | 180 |
|
|
2019
Q3 | $467K | Buy |
17,055
+9,120
| +115% | +$250K | 0.21% | 108 |
|
|
2019
Q2 | $215K | Buy |
+7,935
| New | +$215K | 0.11% | 149 |
|