Wealth Enhancement Advisory Services’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 | $5.07M | Sell |
152,742
-495
| -0.3% | -$16.4K | 0.01% | 888 |
|
|
2025
Q1 | $4.9M | Sell |
153,237
-7,541
| -5% | -$241K | 0.01% | 841 |
|
|
2024
Q4 | $5.52M | Buy |
160,778
+8,669
| +6% | +$298K | 0.01% | 764 |
|
|
2024
Q3 | $5.25M | Sell |
152,109
-684
| -0.4% | -$23.6K | 0.01% | 704 |
|
|
2024
Q2 | $4.76M | Sell |
152,793
-9,465
| -6% | -$295K | 0.01% | 706 |
|
|
2024
Q1 | $5.3M | Sell |
162,258
-8,282
| -5% | -$271K | 0.01% | 645 |
|
|
2023
Q4 | $5.49M | Buy |
170,540
+12,744
| +8% | +$410K | 0.02% | 587 |
|
|
2023
Q3 | $4.45M | Buy |
+157,796
| New | +$4.45M | 0.01% | 613 |
|