Tidemark’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
$25.2K Sell
2025
Q1
$30.5K Sell
2024
Q4
$45.9K Hold
2024
Q3
$46.1K Sell
2024
Q2
$50.6K Hold
2024
Q1
$53.1K Buy
2023
Q4
$51.7K Buy