Brown Advisory’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
Q2 | $513K | Hold |
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|
2025
Q1 | $516K | Sell |
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|
2024
Q4 | $569K | Buy |
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|
2024
Q3 | $565K | Hold |
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|
2024
Q2 | $510K | Hold |
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|
2024
Q1 | $535K | Hold |
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|
2023
Q4 | $527K | Hold |
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|
2023
Q3 | $462K | Hold |
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|
2023
Q2 | $471K | Sell |
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|
2023
Q1 | $477K | Buy |
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|
2022
Q4 | $473K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $216K | Hold |
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|
2016
Q4 | $221K | Hold |
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|
2016
Q3 | $201K | Buy |
|