Colonial Trust’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 | $109K | Hold |
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|
2025
Q2 | $103K | Sell |
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|
2025
Q1 | $138K | Sell |
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|
2024
Q4 | $251K | Hold |
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|
2024
Q3 | $252K | Buy |
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|
2024
Q2 | $142K | Sell |
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|
2024
Q1 | $160K | Hold |
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|
2023
Q4 | $161K | Sell |
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|
2023
Q3 | $153K | Hold |
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|
2023
Q2 | $153K | Hold |
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|
2023
Q1 | $149K | Sell |
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|
2022
Q4 | $158K | Buy |
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