Advisornet Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.56M | Buy |
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|
2025
Q2 | $2.35M | Buy |
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|
2025
Q1 | $1.03M | Buy |
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|
2024
Q4 | $697K | Buy |
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|
2024
Q3 | $520K | Buy |
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|
2024
Q2 | $164K | Buy |
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|
2024
Q1 | $11.4K | Hold |
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|
2023
Q4 | $11.3K | Hold |
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|
2023
Q3 | $9.87K | Sell |
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|
2023
Q2 | $10.1K | Sell |
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|
2023
Q1 | $28.7K | Buy |
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|
2022
Q4 | $28.5K | Buy |
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|
2022
Q3 | $26K | Buy |
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|
2022
Q2 | $28K | Buy |
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|
2022
Q1 | $31K | Sell |
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|
2021
Q4 | $113K | Buy |
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|
2021
Q3 | $105K | Buy |
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|
2021
Q2 | $98K | Sell |
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|
2021
Q1 | $148K | Buy |
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|
2020
Q4 | $126K | Sell |
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|
2020
Q3 | $121K | Sell |
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|
2020
Q2 | $126K | Sell |
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|
2020
Q1 | $169K | Sell |
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|
2019
Q4 | $364K | Sell |
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|
2019
Q3 | $356K | Sell |
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|
2019
Q2 | $374K | Sell |
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|
2019
Q1 | $477K | Sell |
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|
2018
Q4 | $468K | Sell |
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|
2018
Q3 | $710K | Sell |
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|
2018
Q2 | $883K | Sell |
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|
2018
Q1 | $825K | Buy |
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|
2017
Q4 | $869K | Buy |
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