PCG
Prosperity Consulting 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 | $6.17M | Sell |
194,328
-10,051
| -5% | -$319K | 0.45% | 47 |
|
|
2025
Q1 | $6.53M | Sell |
204,379
-5,901
| -3% | -$189K | 0.5% | 42 |
|
|
2024
Q4 | $7.22M | Sell |
210,280
-24,051
| -10% | -$826K | 0.54% | 39 |
|
|
2024
Q3 | $8.08M | Buy |
234,331
+9,850
| +4% | +$340K | 0.63% | 35 |
|
|
2024
Q2 | $6.99M | Sell |
224,481
-41,902
| -16% | -$1.31M | 0.95% | 19 |
|
|
2024
Q1 | $8.71M | Buy |
+266,383
| New | +$8.71M | 1.09% | 16 |
|