BIP Wealth’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 | $7.87M | Sell |
|
|||||
|
2025
Q2 | $7.97M | Buy |
|
|||||
|
2025
Q1 | $7.82M | Buy |
|
|||||
|
2024
Q4 | $7.7M | Buy |
|
|||||
|
2024
Q3 | $7.55M | Buy |
|
|||||
|
2024
Q2 | $6.27M | Sell |
|
|||||
|
2024
Q1 | $7.14M | Sell |
|
|||||
|
2023
Q4 | $7.16M | Buy |
|
|||||
|
2023
Q3 | $6.14M | Sell |
|
|||||
|
2023
Q2 | $7.18M | Buy |
|
|||||
|
2023
Q1 | $7.12M | Buy |
|