AE Wealth Management’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
Q2 | $123K | Buy |
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|
2025
Q1 | $110K | Buy |
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|
2024
Q4 | $115K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $445K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $12.9M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $844K | Buy |
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|
2021
Q3 | $712K | Sell |
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|
2021
Q2 | $1.7M | Sell |
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|
2021
Q1 | $1.67M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.53M | Buy |
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|
2019
Q3 | $1.32M | Buy |
|