Strategic Financial Concepts’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 | $267K | Sell |
8,421
-186
| -2% | -$5.91K | 0.04% | 215 |
|
|
2025
Q1 | $275K | Buy |
8,607
+83
| +1% | +$2.65K | 0.05% | 253 |
|
|
2024
Q4 | $293K | Sell |
8,524
-186
| -2% | -$6.39K | 0.06% | 243 |
|
|
2024
Q3 | $300K | Sell |
8,710
-285,992
| -97% | -$9.86M | 0.1% | 171 |
|
|
2024
Q2 | $8.47K | Buy |
294,702
+285,808
| +3,213% | +$8.21K | ﹤0.01% | 427 |
|
|
2024
Q1 | $291K | Buy |
+8,894
| New | +$291K | 0.07% | 233 |
|
|
2023
Q4 | – | Sell |
-8,951
| Closed | -$252K | – | 166 |
|
|
2023
Q3 | $252K | Buy |
+8,951
| New | +$252K | 0.09% | 210 |
|