Bristlecone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $211K | Sell |
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|
2025
Q2 | $608K | Sell |
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|
2025
Q1 | $747K | Buy |
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|
2024
Q4 | $799K | Sell |
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|
2024
Q3 | $817K | Sell |
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|
2024
Q2 | $771K | Buy |
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|
2024
Q1 | $795K | Sell |
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|
2023
Q4 | $977K | Buy |
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|
2023
Q3 | $855K | Buy |
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|
2023
Q2 | $863K | Buy |
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|
2023
Q1 | $826K | Buy |
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|
2022
Q4 | $786K | Buy |
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|
2022
Q3 | $660K | Buy |
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|
2022
Q2 | $712K | Buy |
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|
2022
Q1 | $316K | Buy |
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|
2021
Q4 | $302K | Buy |
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|
2021
Q3 | $262K | Sell |
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|
2021
Q2 | $272K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $126K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $437K | Buy |
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