Bartlett & Co 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
Q3 | $1.48K | Hold |
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|
2025
Q2 | $1.4K | Hold |
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|
2025
Q1 | $1.41K | Hold |
|
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|
2024
Q4 | $1.51K | Hold |
|
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|
2024
Q3 | $1.52K | Hold |
|
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|
2024
Q2 | $1.37K | Hold |
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|
2024
Q1 | $1.44K | Hold |
|
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|
2023
Q4 | $1.43K | Hold |
|
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|
2023
Q3 | $1.24K | Hold |
|
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|
2023
Q2 | $1.27K | Hold |
|
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|
2023
Q1 | $1.26K | Hold |
|
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|
2022
Q4 | $1.25K | Hold |
|
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|
2022
Q3 | $1.13K | Hold |
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|
2022
Q2 | $1.24K | Hold |
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|
2022
Q1 | $1.4K | Buy |
|