C.M. Bidwell & Associates’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 | $40.6K | Hold |
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|
2025
Q1 | $40.8K | Hold |
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|
2024
Q4 | $43.9K | Hold |
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|
2024
Q3 | $44.1K | Hold |
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|
2024
Q2 | $39.8K | Hold |
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|
2024
Q1 | $41.8K | Sell |
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|
2023
Q4 | $47.3K | Hold |
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|
2023
Q3 | $41.5K | Hold |
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|
2023
Q2 | $42.3K | Hold |
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|
2023
Q1 | $42K | Hold |
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|
2022
Q4 | $41.8K | Hold |
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|
2022
Q3 | $38K | Sell |
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|
2022
Q2 | $42K | Hold |
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|
2022
Q1 | $47K | Buy |
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|
2021
Q4 | $48K | Hold |
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|
2021
Q3 | $45K | Sell |
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|
2021
Q2 | $72K | Buy |
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|
2021
Q1 | $45K | Sell |
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|
2020
Q4 | $66K | Hold |
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|
2020
Q3 | $53K | Hold |
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|
2020
Q2 | $53K | Hold |
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|
2020
Q1 | $45K | Hold |
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|
2019
Q4 | $72K | Hold |
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|
2019
Q3 | $68K | Hold |
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|
2019
Q2 | $68K | Hold |
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|
2019
Q1 | $69K | Hold |
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|
2018
Q4 | $61K | Hold |
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|
2018
Q3 | $74K | Sell |
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|
2018
Q2 | $136K | Hold |
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|
2018
Q1 | $125K | Hold |
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|
2017
Q4 | $133K | Buy |
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