NewSquare Capital’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $566K | Buy |
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|
2025
Q1 | $518K | Buy |
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|
2024
Q4 | $542K | Buy |
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|
2024
Q3 | $531K | Sell |
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|
2024
Q2 | $484K | Buy |
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|
2024
Q1 | $491K | Buy |
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|
2023
Q4 | $366K | Sell |
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|
2023
Q3 | $385K | Buy |
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|
2023
Q2 | $391K | Buy |
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|
2023
Q1 | $379K | Buy |
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|
2022
Q4 | $364K | Buy |
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|
2022
Q3 | $319K | Buy |
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|
2022
Q2 | $341K | Buy |
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|
2022
Q1 | $376K | Buy |
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|
2021
Q4 | $275K | Buy |
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|
2021
Q3 | $176K | Buy |
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|
2021
Q2 | $165K | Buy |
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|
2021
Q1 | $147K | Buy |
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|
2020
Q4 | $112K | Buy |
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|
2020
Q3 | $38K | Buy |
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|
2020
Q2 | $23K | Buy |
|