Moisand Fitzgerald Tamayo’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 | $103K | Hold |
3,249
| – | – | 0.01% | 149 |
|
|
2025
Q1 | $104K | Hold |
3,249
| – | – | 0.01% | 146 |
|
|
2024
Q4 | $112K | Hold |
3,249
| – | – | 0.02% | 138 |
|
|
2024
Q3 | $112K | Hold |
3,249
| – | – | 0.02% | 139 |
|
|
2024
Q2 | $101K | Hold |
3,249
| – | – | 0.02% | 134 |
|
|
2024
Q1 | $106K | Hold |
3,249
| – | – | 0.02% | 132 |
|
|
2023
Q4 | $105K | Hold |
3,249
| – | – | 0.02% | 129 |
|
|
2023
Q3 | $91.6K | Hold |
3,249
| – | – | 0.02% | 131 |
|
|
2023
Q2 | $93.5K | Hold |
3,249
| – | – | 0.02% | 130 |
|
|
2023
Q1 | $92.8K | Hold |
3,249
| – | – | 0.02% | 131 |
|
|
2022
Q4 | $92.4K | Hold |
3,249
| – | – | 0.02% | 124 |
|
|
2022
Q3 | $84K | Hold |
3,249
| – | – | 0.02% | 123 |
|
|
2022
Q2 | $92K | Hold |
3,249
| – | – | 0.02% | 122 |
|
|
2022
Q1 | $104K | Hold |
3,249
| – | – | 0.05% | 84 |
|
|
2021
Q4 | $107K | Hold |
3,249
| – | – | 0.03% | 107 |
|
|
2021
Q3 | $100K | Hold |
3,249
| – | – | 0.03% | 110 |
|
|
2021
Q2 | $104K | Hold |
3,249
| – | – | 0.04% | 106 |
|
|
2021
Q1 | $101K | Hold |
3,249
| – | – | 0.04% | 97 |
|
|
2020
Q4 | $86K | Hold |
3,249
| – | – | 0.04% | 103 |
|
|
2020
Q3 | $68K | Hold |
3,249
| – | – | 0.04% | 108 |
|
|
2020
Q2 | $69K | Hold |
3,249
| – | – | 0.04% | 102 |
|
|
2020
Q1 | $59K | Hold |
3,249
| – | – | 0.04% | 104 |
|
|
2019
Q4 | $93K | Hold |
3,249
| – | – | 0.05% | 97 |
|
|
2019
Q3 | $89K | Hold |
3,249
| – | – | 0.05% | 98 |
|
|
2019
Q2 | $88K | Hold |
3,249
| – | – | 0.05% | 99 |
|
|
2019
Q1 | $89K | Hold |
3,249
| – | – | 0.05% | 101 |
|
|
2018
Q4 | $80K | Hold |
3,249
| – | – | 0.05% | 97 |
|
|
2018
Q3 | $97K | Hold |
3,249
| – | – | 0.05% | 97 |
|
|
2018
Q2 | $96K | Hold |
3,249
| – | – | 0.06% | 98 |
|
|
2018
Q1 | $89K | Hold |
3,249
| – | – | 0.05% | 98 |
|
|
2017
Q4 | $94K | Hold |
3,249
| – | – | 0.05% | 90 |
|
|
2017
Q3 | $91K | Buy |
+3,249
| New | +$91K | 0.06% | 90 |
|
|
2016
Q2 | – | Sell |
-3,249
| Closed | -$74K | – | 86 |
|
|
2016
Q1 | $74K | Hold |
3,249
| – | – | 0.06% | 78 |
|
|
2015
Q4 | $70K | Buy |
+3,249
| New | +$70K | 0.06% | 77 |
|