United Advisor Group’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 | $1.17M | Buy |
36,906
+345
| +0.9% | +$11K | 0.2% | 120 |
|
|
2025
Q1 | $1.17M | Sell |
36,561
-57
| -0.2% | -$1.82K | 0.24% | 100 |
|
|
2024
Q4 | $1.26M | Sell |
36,618
-2,383
| -6% | -$81.9K | 0.25% | 98 |
|
|
2024
Q3 | $1.35M | Buy |
39,001
+608
| +2% | +$21K | 0.3% | 82 |
|
|
2024
Q2 | $1.2M | Buy |
38,393
+4,904
| +15% | +$153K | 0.37% | 69 |
|
|
2024
Q1 | $1.09M | Buy |
+33,489
| New | +$1.09M | 0.41% | 69 |
|