BCS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $3.17M | Hold |
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|
2022
Q3 | $2.87M | Sell |
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|
2022
Q2 | $3.2M | Sell |
|
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|
2022
Q1 | $3.64M | Sell |
|
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|
2021
Q4 | $3.75M | Sell |
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|
2021
Q3 | $3.72M | Buy |
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|
2021
Q2 | – | Sell |
|
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|
2021
Q1 | $3.77M | Buy |
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|
2020
Q4 | $3.22M | Sell |
|
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|
2020
Q3 | $2.56M | Sell |
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|
2020
Q2 | $2.87M | Sell |
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|
2020
Q1 | $2.44M | Sell |
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|
2019
Q4 | $3.91M | Buy |
|