Vance Wealth’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 | $245K | Hold |
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|
2025
Q1 | $247K | Hold |
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|
2024
Q4 | $265K | Hold |
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|
2024
Q3 | $267K | Hold |
|
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|
2024
Q2 | $241K | Hold |
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|
2024
Q1 | $253K | Hold |
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|
2023
Q4 | $249K | Hold |
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|
2023
Q3 | $218K | Hold |
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|
2023
Q2 | $222K | Hold |
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|
2023
Q1 | $221K | Hold |
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|
2022
Q4 | $220K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $218K | Hold |
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|
2022
Q1 | $246K | Hold |
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|
2021
Q4 | $254K | Buy |
|