Allworth 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
Q2 | $218K | Hold |
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|
2025
Q1 | $208K | Hold |
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|
2024
Q4 | $239K | Hold |
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|
2024
Q3 | $237K | Hold |
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|
2024
Q2 | $231K | Sell |
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|
2024
Q1 | $233K | Buy |
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|
2023
Q4 | $221K | Buy |
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|
2023
Q3 | $161K | Sell |
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|
2023
Q2 | $207K | Sell |
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|
2023
Q1 | $228K | Sell |
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|
2022
Q4 | $294K | Sell |
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|
2022
Q3 | $453K | Sell |
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|
2022
Q2 | $507K | Buy |
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|
2022
Q1 | $162K | Sell |
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|
2021
Q4 | $213K | Sell |
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|
2021
Q3 | $294K | Buy |
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|
2021
Q2 | $37K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $4K | Buy |
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