SignatureFD’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
$6.35K Sell
200
-1,161
-85% -$36.9K ﹤0.01% 2500
2025
Q1
$43.5K Hold
1,361
﹤0.01% 1649
2024
Q4
$46.8K Hold
1,361
﹤0.01% 1618
2024
Q3
$46.9K Sell
1,361
-250
-16% -$8.62K ﹤0.01% 1600
2024
Q2
$50.2K Buy
1,611
+450
+39% +$14K ﹤0.01% 1505
2024
Q1
$37.9K Hold
1,161
﹤0.01% 1685
2023
Q4
$37.3K Hold
1,161
﹤0.01% 1609
2023
Q3
$32.7K Hold
1,161
﹤0.01% 1605
2023
Q2
$33.4K Hold
1,161
﹤0.01% 1640
2023
Q1
$33.2K Hold
1,161
﹤0.01% 1599
2022
Q4
$33K Hold
1,161
﹤0.01% 1564
2022
Q3
$30K Hold
1,161
﹤0.01% 1544
2022
Q2
$33K Hold
1,161
﹤0.01% 1513
2022
Q1
$37K Hold
1,161
﹤0.01% 1511
2021
Q4
$38K Hold
1,161
﹤0.01% 1462
2021
Q3
$36K Hold
1,161
﹤0.01% 1471
2021
Q2
$37K Hold
1,161
﹤0.01% 1413
2021
Q1
$36K Hold
1,161
﹤0.01% 1321
2020
Q4
$31K Hold
1,161
﹤0.01% 1282
2020
Q3
$24K Hold
1,161
﹤0.01% 1284
2020
Q2
$25K Hold
1,161
﹤0.01% 1232
2020
Q1
$21K Hold
1,161
﹤0.01% 1207
2019
Q4
$33K Hold
1,161
﹤0.01% 1112
2019
Q3
$32K Hold
1,161
﹤0.01% 1073
2019
Q2
$31K Hold
1,161
﹤0.01% 1056
2019
Q1
$32K Hold
1,161
﹤0.01% 1010
2018
Q4
$28K Buy
+1,161
New +$28K ﹤0.01% 1026
2015
Q2
Sell
-1,044
Closed -$25K 1064
2015
Q1
$25K Buy
+1,044
New +$25K 0.01% 392