PAG
Powers Advisory Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
48,998
+1,059
| +2% | +$33.6K | 0.68% | 26 |
|
|
2025
Q1 | $1.53M | Sell |
47,939
-1,062
| -2% | -$33.9K | 0.73% | 26 |
|
|
2024
Q4 | $1.68M | Buy |
49,001
+215
| +0.4% | +$7.39K | 0.84% | 22 |
|
|
2024
Q3 | $1.68M | Buy |
48,786
+343
| +0.7% | +$11.8K | 0.84% | 23 |
|
|
2024
Q2 | $1.51M | Sell |
48,443
-408
| -0.8% | -$12.7K | 0.82% | 23 |
|
|
2024
Q1 | $1.6M | Buy |
48,851
+523
| +1% | +$17.1K | 0.91% | 24 |
|
|
2023
Q4 | $1.55M | Buy |
48,328
+2,287
| +5% | +$73.6K | 0.96% | 22 |
|
|
2023
Q3 | $1.3M | Sell |
46,041
-1,557
| -3% | -$43.9K | 0.88% | 25 |
|
|
2023
Q2 | $1.37M | Buy |
47,598
+2,034
| +4% | +$58.6K | 0.91% | 25 |
|
|
2023
Q1 | $1.3M | Buy |
45,564
+2,795
| +7% | +$79.8K | 0.91% | 26 |
|
|
2022
Q4 | $1.22M | Buy |
42,769
+783
| +2% | +$22.3K | 0.9% | 27 |
|
|
2022
Q3 | $1.08M | Buy |
41,986
+821
| +2% | +$21.1K | 0.86% | 29 |
|
|
2022
Q2 | $1.16M | Buy |
41,165
+2,155
| +6% | +$60.8K | 0.89% | 27 |
|
|
2022
Q1 | $1.24M | Buy |
39,010
+715
| +2% | +$22.8K | 0.87% | 27 |
|
|
2021
Q4 | $1.26M | Buy |
+38,295
| New | +$1.26M | 0.89% | 28 |
|