BDO Wealth Advisors’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
Q2 | $40.2K | Hold |
|
|||||
|
2023
Q1 | $39.8K | Hold |
|
|||||
|
2022
Q4 | $39.7K | Hold |
|
|||||
|
2022
Q3 | $36K | Hold |
|
|||||
|
2022
Q2 | $39K | Hold |
|
|||||
|
2022
Q1 | $44K | Hold |
|
|||||
|
2021
Q4 | $46K | Hold |
|
|||||
|
2021
Q3 | $43K | Hold |
|
|||||
|
2021
Q2 | $44K | Sell |
|
|||||
|
2021
Q1 | $57K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $26K | Buy |
|
|||||
|
2019
Q1 | $27K | Buy |
|
|||||
|
2018
Q4 | $24K | Buy |
|
|||||
|
2018
Q3 | $28K | Buy |
|
|||||
|
2018
Q2 | $28K | Buy |
|
|||||
|
2018
Q1 | $26K | Buy |
|