Sharper & Granite’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 | $751K | Sell |
22,760
-320
| -1% | -$10.6K | 0.29% | 73 |
|
|
2025
Q1 | $738K | Sell |
23,080
-25
| -0.1% | -$799 | 0.3% | 70 |
|
|
2024
Q4 | $794K | Hold |
23,105
| – | – | 0.35% | 70 |
|
|
2024
Q3 | $797K | Buy |
23,105
+100
| +0.4% | +$3.45K | 0.36% | 67 |
|
|
2024
Q2 | $717K | Sell |
23,005
-1,200
| -5% | -$37.4K | 0.34% | 68 |
|
|
2024
Q1 | $770K | Buy |
24,205
+1,010
| +4% | +$32.1K | 0.37% | 66 |
|
|
2023
Q4 | $746K | Sell |
23,195
-15,790
| -41% | -$508K | 0.39% | 67 |
|
|
2023
Q3 | $1.1M | Sell |
38,985
-1,600
| -4% | -$45.1K | 0.64% | 48 |
|
|
2023
Q2 | $1.17M | Hold |
40,585
| – | – | 0.67% | 48 |
|
|
2023
Q1 | $1.16M | Sell |
40,585
-1,400
| -3% | -$40K | 0.7% | 45 |
|
|
2022
Q4 | $1.19M | Buy |
+41,985
| New | +$1.19M | 0.79% | 42 |
|