Petra Financial Advisors’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 | $833K | Sell |
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|
2025
Q1 | $842K | Buy |
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|
2024
Q4 | $869K | Hold |
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|
2024
Q3 | $873K | Hold |
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|
2024
Q2 | $788K | Hold |
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|
2024
Q1 | $827K | Hold |
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|
2023
Q4 | $814K | Sell |
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|
2023
Q3 | $739K | Hold |
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|
2023
Q2 | $755K | Sell |
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|
2023
Q1 | $760K | Hold |
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|
2022
Q4 | $757K | Buy |
|