Accredited Investors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $212K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $203K | Hold |
|
|||||
|
2024
Q3 | $204K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $502K | Buy |
|
|||||
|
2023
Q4 | $490K | Hold |
|
|||||
|
2023
Q3 | $430K | Sell |
|
|||||
|
2023
Q2 | $575K | Buy |
|
|||||
|
2023
Q1 | $568K | Sell |
|
|||||
|
2022
Q4 | $569K | Buy |
|
|||||
|
2022
Q3 | $497K | Buy |
|
|||||
|
2022
Q2 | $541K | Buy |
|
|||||
|
2022
Q1 | $562K | Buy |
|
|||||
|
2021
Q4 | $570K | Buy |
|
|||||
|
2021
Q3 | $223K | Hold |
|
|||||
|
2021
Q2 | $231K | Hold |
|
|||||
|
2021
Q1 | $225K | Buy |
|