Bank of Montreal’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 | $349K | Sell |
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|
2025
Q1 | $391K | Sell |
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|
2024
Q4 | $451K | Sell |
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|
2024
Q3 | $475K | Buy |
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|
2024
Q2 | $418K | Sell |
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|
2024
Q1 | $442K | Sell |
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|
2023
Q4 | $460K | Sell |
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|
2023
Q3 | $455K | Buy |
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|
2023
Q2 | $453K | Buy |
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|
2023
Q1 | $463K | Sell |
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|
2022
Q4 | $428K | Buy |
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|
2022
Q3 | $415 | Sell |
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|
2022
Q2 | $464 | Sell |
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|
2022
Q1 | $531K | Buy |
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|
2021
Q4 | $501K | Buy |
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|
2021
Q3 | $485K | Sell |
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|
2021
Q2 | $486K | Buy |
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|
2021
Q1 | $16K | Sell |
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|
2020
Q4 | $17K | Buy |
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|
2020
Q3 | $13K | Buy |
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|
2020
Q2 | $12K | Buy |
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|
2020
Q1 | $10K | Sell |
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|
2019
Q4 | $26K | Buy |
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|
2019
Q3 | $25K | Sell |
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|
2019
Q2 | $486K | Sell |
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|
2019
Q1 | $545K | Buy |
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|
2018
Q4 | $485K | Buy |
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|
2018
Q3 | $588K | Buy |
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|
2018
Q2 | $586K | Buy |
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|
2018
Q1 | $542K | Buy |
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|
2017
Q4 | $517K | Buy |
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|
2017
Q3 | $454K | Buy |
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|
2017
Q2 | $435K | Sell |
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|
2017
Q1 | $575K | Buy |
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|
2016
Q4 | $499K | Sell |
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|
2016
Q3 | $486K | Sell |
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|
2016
Q2 | $884K | Buy |
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|
2016
Q1 | $333K | Sell |
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|
2015
Q4 | $362K | Sell |
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|
2015
Q3 | $464K | Buy |
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|
2015
Q2 | $490K | Sell |
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|
2015
Q1 | $561K | Buy |
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|
2014
Q4 | $292K | Buy |
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|
2014
Q3 | $268K | Sell |
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|
2014
Q2 | $291K | Buy |
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|
2014
Q1 | $262K | Buy |
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|
2013
Q4 | $260K | Sell |
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|
2013
Q3 | $452K | Buy |
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|
2013
Q2 | $398K | Buy |
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