New Insight 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 | $370K | Sell |
11,644
-4,057
| -26% | -$129K | 0.15% | 80 |
|
|
2025
Q1 | $502K | Buy |
15,701
+975
| +7% | +$31.2K | 0.23% | 61 |
|
|
2024
Q4 | $506K | Buy |
14,726
+7,492
| +104% | +$257K | 0.25% | 51 |
|
|
2024
Q3 | $250K | Buy |
7,234
+100
| +1% | +$3.45K | 0.13% | 79 |
|
|
2024
Q2 | $222K | Sell |
7,134
-540
| -7% | -$16.8K | 0.13% | 78 |
|
|
2024
Q1 | $251K | Buy |
7,674
+1,325
| +21% | +$43.3K | 0.16% | 70 |
|
|
2023
Q4 | $204K | Buy |
+6,349
| New | +$204K | 0.14% | 78 |
|