Wedmont Private Capital’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
Q1
Sell
-8,116
Closed -$269K 719
2024
Q4
$269K Buy
8,116
+1
+0% +$33 0.01% 568
2024
Q3
$275K Buy
8,115
+77
+1% +$2.61K 0.02% 538
2024
Q2
$260K Buy
+8,038
New +$260K 0.02% 540