Robinson Smith Wealth Advisors’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 | $453K | Hold |
14,266
| – | – | 0.36% | 49 |
|
|
2025
Q1 | $456K | Sell |
14,266
-2,075
| -13% | -$66.3K | 0.38% | 51 |
|
|
2024
Q4 | $561K | Hold |
16,341
| – | – | 0.48% | 42 |
|
|
2024
Q3 | $564K | Sell |
16,341
-2,400
| -13% | -$82.8K | 0.48% | 45 |
|
|
2024
Q2 | $584K | Hold |
18,741
| – | – | 0.51% | 45 |
|
|
2024
Q1 | $612K | Hold |
18,741
| – | – | 0.59% | 44 |
|
|
2023
Q4 | $603K | Buy |
+18,741
| New | +$603K | 0.59% | 43 |
|