Viewpoint Capital Management’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 | $90.7K | Hold |
2,856
| – | – | 0.04% | 112 |
|
|
2025
Q1 | $91.3K | Hold |
2,856
| – | – | 0.05% | 118 |
|
|
2024
Q4 | $98.1K | Hold |
2,856
| – | – | 0.05% | 113 |
|
|
2024
Q3 | $97.9K | Hold |
2,856
| – | – | 0.05% | 114 |
|
|
2024
Q2 | $89K | Hold |
2,856
| – | – | 0.05% | 114 |
|
|
2024
Q1 | $93.3K | Hold |
2,856
| – | – | 0.06% | 114 |
|
|
2023
Q4 | $91.9K | Hold |
2,856
| – | – | 0.06% | 110 |
|
|
2023
Q3 | $80.5K | Hold |
2,856
| – | – | 0.06% | 104 |
|
|
2023
Q2 | $82.2K | Hold |
2,856
| – | – | 0.06% | 102 |
|
|
2023
Q1 | $81.6K | Hold |
2,856
| – | – | 0.07% | 93 |
|
|
2022
Q4 | $81.2K | Hold |
2,856
| – | – | 0.08% | 92 |
|
|
2022
Q3 | $74K | Hold |
2,856
| – | – | 0.07% | 90 |
|
|
2022
Q2 | $81K | Hold |
2,856
| – | – | 0.08% | 94 |
|
|
2022
Q1 | $91K | Hold |
2,856
| – | – | 0.07% | 99 |
|
|
2021
Q4 | $94K | Buy |
+2,856
| New | +$94K | 0.07% | 102 |
|