CIBC Private Wealth 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
Q2 | $206K | Buy |
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|
2025
Q1 | $160K | Buy |
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|
2024
Q4 | $175K | Hold |
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|
2024
Q3 | $178K | Hold |
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|
2024
Q2 | $159K | Hold |
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|
2024
Q1 | $167K | Sell |
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|
2023
Q4 | $213K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $297K | Sell |
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|
2018
Q3 | $368K | Buy |
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|
2018
Q2 | $357K | Buy |
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|
2018
Q1 | $40K | Sell |
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|
2017
Q4 | $116K | Buy |
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