Berger Financial Group’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 | $265K | Hold |
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|
2025
Q2 | $250K | Hold |
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|
2025
Q1 | $252K | Hold |
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|
2024
Q4 | $270K | Hold |
|
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|
2024
Q3 | $272K | Hold |
|
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|
2024
Q2 | $245K | Sell |
|
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|
2024
Q1 | $263K | Hold |
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|
2023
Q4 | $259K | Hold |
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|
2023
Q3 | $227K | Hold |
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|
2023
Q2 | $232K | Hold |
|
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|
2023
Q1 | $230K | Sell |
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|
2022
Q4 | $240K | Hold |
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|
2022
Q3 | $217K | Sell |
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|
2022
Q2 | $260K | Sell |
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|
2022
Q1 | $307K | Hold |
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|
2021
Q4 | $317K | Hold |
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|
2021
Q3 | $297K | Buy |
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|
2021
Q2 | $285K | Sell |
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|
2021
Q1 | $299K | Sell |
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|
2020
Q4 | $2.04M | Buy |
|