Tidemark’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 | $25.2K | Sell |
793
-161
| -17% | -$5.11K | 0.01% | 335 |
|
|
2025
Q1 | $30.5K | Sell |
954
-383
| -29% | -$12.2K | 0.01% | 301 |
|
|
2024
Q4 | $45.9K | Hold |
1,337
| – | – | 0.02% | 243 |
|
|
2024
Q3 | $46.1K | Sell |
1,337
-289
| -18% | -$9.97K | 0.02% | 246 |
|
|
2024
Q2 | $50.6K | Hold |
1,626
| – | – | 0.02% | 210 |
|
|
2024
Q1 | $53.1K | Buy |
1,626
+18
| +1% | +$588 | 0.03% | 224 |
|
|
2023
Q4 | $51.7K | Buy |
+1,608
| New | +$51.7K | 0.03% | 217 |
|