Spire Wealth Management’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 | – | Sell |
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|
2025
Q1 | $21.7K | Hold |
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|
2024
Q4 | $23.4K | Hold |
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|
2024
Q3 | $23.5K | Hold |
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|
2024
Q2 | $21.2K | Sell |
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|
2024
Q1 | $70.4K | Sell |
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|
2023
Q4 | $110K | Buy |
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|
2023
Q3 | $36.3K | Hold |
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|
2023
Q2 | $37.1K | Hold |
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|
2023
Q1 | $36.8K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $9K | Sell |
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|
2022
Q2 | $46K | Sell |
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|
2022
Q1 | $144K | Sell |
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|
2021
Q4 | $1.49M | Buy |
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|
2021
Q3 | $211K | Buy |
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|
2021
Q2 | $218K | Sell |
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|
2021
Q1 | $1.5M | Buy |
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