Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $36.7K | Sell |
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|
2024
Q3 | $37.2K | Sell |
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|
2024
Q2 | $34.8K | Sell |
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|
2024
Q1 | $60.8K | Sell |
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|
2023
Q4 | $60.2K | Sell |
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|
2023
Q3 | $54.3K | Sell |
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|
2023
Q2 | $89.5K | Buy |
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|
2023
Q1 | $73.1K | Hold |
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|
2022
Q4 | $72.8K | Sell |
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|
2022
Q3 | $86K | Hold |
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|
2022
Q2 | $94K | Hold |
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|
2022
Q1 | $106K | Sell |
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|
2021
Q4 | $113K | Hold |
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|
2021
Q3 | $106K | Hold |
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|
2021
Q2 | $110K | Hold |
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|
2021
Q1 | $107K | Sell |
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|
2020
Q4 | $95K | Buy |
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|
2020
Q3 | $73K | Hold |
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|
2020
Q2 | $74K | Buy |
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|
2020
Q1 | $45K | Sell |
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|
2019
Q4 | $81K | Buy |
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|
2019
Q3 | $21K | Sell |
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|
2019
Q2 | $66K | Sell |
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|
2019
Q1 | $90K | Buy |
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|
2018
Q4 | $74K | Buy |
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|
2018
Q3 | $38K | Buy |
|