SC&H Financial Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
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|
2025
Q1 | $1.31M | Buy |
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|
2024
Q4 | $1.41M | Sell |
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|
2024
Q3 | $1.58M | Buy |
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|
2024
Q2 | $1.42M | Buy |
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|
2024
Q1 | $1.48M | Buy |
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|
2023
Q4 | $1.46M | Sell |
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|
2023
Q3 | $1.77M | Buy |
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|
2023
Q2 | $1.8M | Buy |
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|
2023
Q1 | $1.79M | Buy |
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|
2022
Q4 | $1.78M | Sell |
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|
2022
Q3 | $1.7M | Hold |
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|
2022
Q2 | $1.86M | Hold |
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|
2022
Q1 | $2.1M | Hold |
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|
2021
Q4 | $2.16M | Buy |
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