Platform Technology 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 | $1.26M | Hold |
39,781
| – | – | 0.33% | 77 |
|
|
2025
Q1 | $1.27M | Hold |
39,781
| – | – | 0.37% | 72 |
|
|
2024
Q4 | $1.37M | Hold |
39,781
| – | – | 0.41% | 63 |
|
|
2024
Q3 | $1.37M | Hold |
39,781
| – | – | 0.43% | 65 |
|
|
2024
Q2 | $1.24M | Buy |
+39,781
| New | +$1.24M | 0.43% | 64 |
|
|
2023
Q4 | $1.26M | Hold |
39,781
| – | – | 0.49% | 62 |
|
|
2023
Q3 | $1.12M | Hold |
39,781
| – | – | 0.53% | 57 |
|
|
2023
Q2 | $1.16M | Hold |
39,781
| – | – | 0.55% | 55 |
|
|
2023
Q1 | $1.14M | Hold |
39,781
| – | – | 0.56% | 53 |
|
|
2022
Q4 | $1.13M | Hold |
39,781
| – | – | 0.58% | 54 |
|
|
2022
Q3 | $1.02M | Hold |
39,781
| – | – | 0.58% | 55 |
|
|
2022
Q2 | $1.12M | Hold |
39,781
| – | – | 0.61% | 48 |
|
|
2022
Q1 | $1.27M | Sell |
39,781
-1,000
| -2% | -$31.9K | 0.61% | 43 |
|
|
2021
Q4 | $1.34M | Hold |
40,781
| – | – | 0.59% | 44 |
|
|
2021
Q3 | $1.26M | Hold |
40,781
| – | – | 0.57% | 44 |
|
|
2021
Q2 | $1.3M | Buy |
+40,781
| New | +$1.3M | 0.54% | 52 |
|
|
2020
Q4 | $1.09M | Hold |
40,781
| – | – | 0.53% | 49 |
|
|
2020
Q3 | $860K | Hold |
40,781
| – | – | 0.53% | 49 |
|
|
2020
Q2 | $864K | Buy |
40,781
+18,863
| +86% | +$400K | 0.61% | 40 |
|
|
2020
Q1 | $395K | Buy |
+21,918
| New | +$395K | 0.36% | 83 |
|