Ridgewood Investments’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 | $3.62K | Hold |
114
| – | – | ﹤0.01% | 589 |
|
|
2025
Q1 | $3.64K | Hold |
114
| – | – | ﹤0.01% | 581 |
|
|
2024
Q4 | $3.92K | Hold |
114
| – | – | ﹤0.01% | 568 |
|
|
2024
Q3 | $3.93K | Hold |
114
| – | – | ﹤0.01% | 581 |
|
|
2024
Q2 | $3.55K | Buy |
+114
| New | +$3.55K | ﹤0.01% | 598 |
|
|
2023
Q3 | – | Sell |
-114
| Closed | -$3.28K | – | 300 |
|
|
2023
Q2 | $3.28K | Hold |
114
| – | – | ﹤0.01% | 643 |
|
|
2023
Q1 | $3.26K | Buy |
+114
| New | +$3.26K | ﹤0.01% | 639 |
|