Powers Advisory Group’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 | $1.56M | Buy |
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|
2025
Q1 | $1.53M | Sell |
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|
2024
Q4 | $1.68M | Buy |
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|
2024
Q3 | $1.68M | Buy |
|
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|
2024
Q2 | $1.51M | Sell |
|
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|
2024
Q1 | $1.6M | Buy |
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|
2023
Q4 | $1.55M | Buy |
|
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|
2023
Q3 | $1.3M | Sell |
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|
2023
Q2 | $1.37M | Buy |
|
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|
2023
Q1 | $1.3M | Buy |
|
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|
2022
Q4 | $1.22M | Buy |
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|
2022
Q3 | $1.08M | Buy |
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|
2022
Q2 | $1.16M | Buy |
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|
2022
Q1 | $1.24M | Buy |
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|
2021
Q4 | $1.26M | Buy |
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