Principal Securities’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 | $1.02M | Buy |
32,082
+1,350
| +4% | +$42.9K | 0.02% | 605 |
|
|
2025
Q1 | $1.06M | Buy |
30,732
+766
| +3% | +$26.3K | 0.02% | 535 |
|
|
2024
Q4 | $1.03M | Buy |
29,966
+2,828
| +10% | +$97.1K | 0.02% | 542 |
|
|
2024
Q3 | $936K | Buy |
27,138
+1,025
| +4% | +$35.4K | 0.02% | 543 |
|
|
2024
Q2 | $813K | Sell |
26,113
-1,009
| -4% | -$31.4K | 0.02% | 536 |
|
|
2024
Q1 | $886K | Sell |
27,122
-2,663
| -9% | -$87K | 0.03% | 486 |
|
|
2023
Q4 | $958K | Buy |
+29,785
| New | +$958K | 0.04% | 424 |
|