Spire Wealth Management’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 | – | Sell |
-680
| Closed | -$21.7K | – | 2418 |
|
|
2025
Q1 | $21.7K | Hold |
680
| – | – | ﹤0.01% | 1584 |
|
|
2024
Q4 | $23.4K | Hold |
680
| – | – | ﹤0.01% | 1571 |
|
|
2024
Q3 | $23.5K | Hold |
680
| – | – | ﹤0.01% | 1393 |
|
|
2024
Q2 | $21.2K | Sell |
680
-1,475
| -68% | -$45.9K | ﹤0.01% | 1423 |
|
|
2024
Q1 | $70.4K | Sell |
2,155
-1,427
| -40% | -$46.6K | ﹤0.01% | 1105 |
|
|
2023
Q4 | $110K | Buy |
3,582
+2,295
| +178% | +$70.6K | ﹤0.01% | 969 |
|
|
2023
Q3 | $36.3K | Hold |
1,287
| – | – | ﹤0.01% | 1290 |
|
|
2023
Q2 | $37.1K | Hold |
1,287
| – | – | ﹤0.01% | 1333 |
|
|
2023
Q1 | $36.8K | Buy |
+1,287
| New | +$36.8K | ﹤0.01% | 1339 |
|
|
2022
Q4 | – | Sell |
-354
| Closed | -$9K | – | 2327 |
|
|
2022
Q3 | $9K | Sell |
354
-1,284
| -78% | -$32.6K | ﹤0.01% | 1586 |
|
|
2022
Q2 | $46K | Sell |
1,638
-2,882
| -64% | -$80.9K | ﹤0.01% | 1320 |
|
|
2022
Q1 | $144K | Sell |
4,520
-40,795
| -90% | -$1.3M | ﹤0.01% | 1033 |
|
|
2021
Q4 | $1.49M | Buy |
45,315
+38,481
| +563% | +$1.26M | 0.03% | 361 |
|
|
2021
Q3 | $211K | Buy |
6,834
+3
| +0% | +$93 | 0.01% | 893 |
|
|
2021
Q2 | $218K | Sell |
6,831
-40,780
| -86% | -$1.3M | 0.01% | 914 |
|
|
2021
Q1 | $1.5M | Buy |
+47,611
| New | +$1.5M | 0.04% | 345 |
|