SHFA
SC&H Financial Advisors’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 | $1.47M | Buy |
46,281
+5,265
| +13% | +$167K | 0.25% | 51 |
|
|
2025
Q1 | $1.31M | Buy |
41,016
+78
| +0.2% | +$2.49K | 0.26% | 52 |
|
|
2024
Q4 | $1.41M | Sell |
40,938
-4,737
| -10% | -$163K | 0.29% | 49 |
|
|
2024
Q3 | $1.58M | Buy |
45,675
+114
| +0.3% | +$3.93K | 0.34% | 42 |
|
|
2024
Q2 | $1.42M | Buy |
45,561
+139
| +0.3% | +$4.33K | 0.35% | 45 |
|
|
2024
Q1 | $1.48M | Buy |
45,422
+73
| +0.2% | +$2.39K | 0.39% | 41 |
|
|
2023
Q4 | $1.46M | Sell |
45,349
-17,426
| -28% | -$561K | 0.42% | 37 |
|
|
2023
Q3 | $1.77M | Buy |
62,775
+115
| +0.2% | +$3.24K | 0.59% | 28 |
|
|
2023
Q2 | $1.8M | Buy |
62,660
+119
| +0.2% | +$3.43K | 0.6% | 28 |
|
|
2023
Q1 | $1.79M | Buy |
62,541
+4
| +0% | +$114 | 0.65% | 28 |
|
|
2022
Q4 | $1.78M | Sell |
62,537
-3,328
| -5% | -$94.6K | 0.74% | 28 |
|
|
2022
Q3 | $1.7M | Hold |
65,865
| – | – | 0.85% | 25 |
|
|
2022
Q2 | $1.86M | Hold |
65,865
| – | – | 0.87% | 22 |
|
|
2022
Q1 | $2.1M | Hold |
65,865
| – | – | 1% | 20 |
|
|
2021
Q4 | $2.16M | Buy |
+65,865
| New | +$2.16M | 1.19% | 18 |
|