SouthState Corp’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 | $562K | Hold |
17,682
| – | – | 0.02% | 263 |
|
|
2025
Q1 | $565K | Sell |
17,682
-84
| -0.5% | -$2.69K | 0.03% | 255 |
|
|
2024
Q4 | $610K | Hold |
17,766
| – | – | 0.04% | 191 |
|
|
2024
Q3 | $613K | Hold |
17,766
| – | – | 0.04% | 186 |
|
|
2024
Q2 | $553K | Buy |
17,766
+17,287
| +3,609% | +$538K | 0.04% | 189 |
|
|
2024
Q1 | $15.7K | Hold |
479
| – | – | ﹤0.01% | 475 |
|
|
2023
Q4 | $15.4K | Hold |
479
| – | – | ﹤0.01% | 437 |
|
|
2023
Q3 | $13.5K | Hold |
479
| – | – | ﹤0.01% | 436 |
|
|
2023
Q2 | $13.8K | Hold |
479
| – | – | ﹤0.01% | 446 |
|
|
2023
Q1 | $13.7K | Hold |
479
| – | – | ﹤0.01% | 477 |
|
|
2022
Q4 | $13.6K | Hold |
479
| – | – | ﹤0.01% | 521 |
|
|
2022
Q3 | $12K | Hold |
479
| – | – | ﹤0.01% | 519 |
|
|
2022
Q2 | $14K | Hold |
479
| – | – | ﹤0.01% | 540 |
|
|
2022
Q1 | $15K | Hold |
479
| – | – | ﹤0.01% | 568 |
|
|
2021
Q4 | $16K | Buy |
+479
| New | +$16K | ﹤0.01% | 511 |
|