ORG Partners’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 | $48K | Hold |
1,475
| – | – | 0.01% | 553 |
|
|
2025
Q1 | $47.3K | Hold |
1,475
| – | – | 0.01% | 498 |
|
|
2024
Q4 | $50.7K | Hold |
1,475
| – | – | 0.01% | 549 |
|
|
2024
Q3 | $50.9K | Buy |
1,475
+300
| +26% | +$10.3K | 0.01% | 512 |
|
|
2024
Q2 | $36.3K | Buy |
+1,175
| New | +$36.3K | ﹤0.01% | 898 |
|
|
2024
Q1 | – | Sell |
-1,175
| Closed | -$37.8K | – | 653 |
|
|
2023
Q4 | $37.8K | Buy |
1,175
+4
| +0.3% | +$129 | 0.01% | 582 |
|
|
2023
Q3 | $33K | Buy |
+1,171
| New | +$33K | 0.01% | 595 |
|