Asset Dedication LLC’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 | $17.8K | Hold |
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|
2025
Q1 | $17.9K | Hold |
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|
2024
Q4 | $19.3K | Hold |
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|
2024
Q3 | $19.3K | Hold |
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|
2024
Q2 | $17.5K | Hold |
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|
2024
Q1 | $19K | Hold |
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|
2023
Q4 | $19K | Sell |
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|
2023
Q3 | $271K | Hold |
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|
2023
Q2 | $277K | Hold |
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|
2023
Q1 | $275K | Hold |
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|
2022
Q4 | $273K | Buy |
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|
2022
Q3 | $217K | Sell |
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|
2022
Q2 | $295K | Hold |
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|
2022
Q1 | $334K | Buy |
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|
2021
Q4 | $337K | Buy |
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|
2021
Q3 | $290K | Buy |
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|
2021
Q2 | $252K | Hold |
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|
2021
Q1 | $246K | Buy |
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|
2020
Q4 | $209K | Hold |
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|
2020
Q3 | $165K | Hold |
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|
2020
Q2 | $167K | Sell |
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|
2020
Q1 | $142K | Buy |
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|
2019
Q4 | $132K | Buy |
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|
2019
Q3 | $121K | Buy |
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|
2019
Q2 | $76K | Hold |
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|
2019
Q1 | $77K | Buy |
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|
2018
Q4 | $67K | Hold |
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|
2018
Q3 | $81K | Hold |
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|
2018
Q2 | $81K | Hold |
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|
2018
Q1 | $75K | Hold |
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|
2017
Q4 | $79K | Buy |
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|
2017
Q3 | $50K | Hold |
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|
2017
Q2 | $48K | Buy |
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