Savant Capital’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 | $329K | Buy |
+10,367
| New | +$329K | ﹤0.01% | 1318 |
|
|
2024
Q4 | – | Sell |
-7,787
| Closed | -$269K | – | 1438 |
|
|
2024
Q3 | $269K | Buy |
7,787
+559
| +8% | +$19.3K | ﹤0.01% | 1145 |
|
|
2024
Q2 | $225K | Buy |
7,228
+3
| +0% | +$93 | ﹤0.01% | 1091 |
|
|
2024
Q1 | $236K | Buy |
7,225
+72
| +1% | +$2.35K | ﹤0.01% | 976 |
|
|
2023
Q4 | $230K | Buy |
+7,153
| New | +$230K | ﹤0.01% | 779 |
|
|
2023
Q1 | – | Sell |
-7,580
| Closed | -$216K | – | 726 |
|
|
2022
Q4 | $216K | Buy |
+7,580
| New | +$216K | 0.01% | 544 |
|