Clearwater Capital 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 | $776K | Sell |
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|
2025
Q2 | $735K | Sell |
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|
2025
Q1 | $741K | Sell |
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|
2024
Q4 | $797K | Sell |
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|
2024
Q3 | $801K | Sell |
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|
2024
Q2 | $724K | Buy |
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|
2024
Q1 | $732K | Sell |
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|
2023
Q4 | $722K | Buy |
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|
2023
Q3 | $598K | Sell |
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|
2023
Q2 | $648K | Sell |
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|
2023
Q1 | $643K | Sell |
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|
2022
Q4 | $764K | Sell |
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|
2022
Q3 | $700K | Sell |
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|
2022
Q2 | $770K | Sell |
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|
2022
Q1 | $884K | Sell |
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|
2021
Q4 | $940K | Sell |
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|
2021
Q3 | $892K | Sell |
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|
2021
Q2 | $957K | Sell |
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|
2021
Q1 | $937K | Sell |
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|
2020
Q4 | $952K | Sell |
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|
2020
Q3 | $757K | Sell |
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|
2020
Q2 | $887K | Sell |
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|
2020
Q1 | $1.13M | Sell |
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|
2019
Q4 | $2.6M | Sell |
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|
2019
Q3 | $2.95M | Sell |
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|
2019
Q2 | $3.59M | Sell |
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|
2019
Q1 | $4.31M | Sell |
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|
2018
Q4 | $4.74M | Sell |
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|
2018
Q3 | $6.51M | Sell |
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|
2018
Q2 | $6.61M | Buy |
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|
2018
Q1 | $5.97M | Buy |
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|
2017
Q4 | $5.93M | Buy |
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|
2017
Q3 | $5.64M | Buy |
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|
2017
Q2 | $4.67M | Buy |
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|
2017
Q1 | $4.06M | Buy |
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|
2016
Q4 | $4.22M | Sell |
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|
2016
Q3 | $3.82M | Buy |
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|
2016
Q2 | $3.64M | Buy |
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