United Community Bank’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 | $21K | Hold |
662
| – | – | 0.01% | 356 |
|
|
2025
Q1 | $21.2K | Hold |
662
| – | – | 0.01% | 346 |
|
|
2024
Q4 | $22.7K | Hold |
662
| – | – | 0.01% | 319 |
|
|
2024
Q3 | $22.8K | Hold |
662
| – | – | 0.01% | 306 |
|
|
2024
Q2 | $20.6K | Hold |
662
| – | – | 0.01% | 328 |
|
|
2024
Q1 | $21.6K | Sell |
662
-1,619
| -71% | -$52.9K | 0.01% | 303 |
|
|
2023
Q4 | $73.4K | Hold |
2,281
| – | – | 0.03% | 268 |
|
|
2023
Q3 | $64.3K | Buy |
+2,281
| New | +$64.3K | 0.03% | 250 |
|