Wealth Group’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 | – | Sell |
-6,405
| Closed | -$205K | – | 113 |
|
|
2025
Q1 | $205K | Hold |
6,405
| – | – | 0.13% | 152 |
|
|
2024
Q4 | $220K | Sell |
6,405
-422
| -6% | -$14.5K | 0.14% | 148 |
|
|
2024
Q3 | $235K | Hold |
6,827
| – | – | 0.16% | 134 |
|
|
2024
Q2 | $213K | Hold |
6,827
| – | – | 0.15% | 142 |
|
|
2024
Q1 | $223K | Buy |
+6,827
| New | +$223K | 0.17% | 132 |
|