World Investment 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
$844K Buy
26,584
+1,350
+5% +$42.9K 0.02% 560
2025
Q1
$806K Sell
25,234
-1,276
-5% -$40.8K 0.02% 560
2024
Q4
$911K Buy
26,510
+1,444
+6% +$49.6K 0.02% 495
2024
Q3
$865K Buy
+25,066
New +$865K 0.03% 458