Waverly Advisors’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 | $3.07M | Sell |
96,673
-5,274
| -5% | -$168K | 0.03% | 397 |
|
|
2025
Q1 | $3.26M | Buy |
101,947
+81,331
| +395% | +$2.6M | 0.04% | 373 |
|
|
2024
Q4 | $708K | Buy |
20,616
+6,563
| +47% | +$225K | 0.01% | 592 |
|
|
2024
Q3 | $485K | Sell |
14,053
-299
| -2% | -$10.3K | 0.01% | 590 |
|
|
2024
Q2 | $447K | Sell |
14,352
-199
| -1% | -$6.2K | 0.01% | 600 |
|
|
2024
Q1 | $476K | Buy |
+14,551
| New | +$476K | 0.01% | 490 |
|