Prepared Retirement Institute’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 | $492K | Sell |
15,496
-7,879
| -34% | -$250K | 0.29% | 45 |
|
|
2025
Q1 | $747K | Sell |
23,375
-20,584
| -47% | -$658K | 0.48% | 30 |
|
|
2024
Q4 | $1.51M | Buy |
43,959
+153
| +0.3% | +$5.26K | 0.86% | 18 |
|
|
2024
Q3 | $1.51M | Sell |
43,806
-1,458
| -3% | -$50.3K | 0.91% | 19 |
|
|
2024
Q2 | $1.41M | Sell |
45,264
-1,747
| -4% | -$54.4K | 0.93% | 18 |
|
|
2024
Q1 | $1.54M | Sell |
47,011
-3,783
| -7% | -$124K | 1.15% | 15 |
|
|
2023
Q4 | $1.63M | Buy |
+50,794
| New | +$1.63M | 1.22% | 15 |
|