Creative Planning’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 | $45.7M | Sell |
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|
2025
Q1 | $46.2M | Sell |
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|
2024
Q4 | $50.7M | Sell |
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|
2024
Q3 | $51.5M | Sell |
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|
2024
Q2 | $46.9M | Sell |
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|
2024
Q1 | $49.6M | Sell |
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|
2023
Q4 | $50.6M | Sell |
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|
2023
Q3 | $45.1M | Sell |
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|
2023
Q2 | $50.1M | Buy |
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|
2023
Q1 | $48.4M | Sell |
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|
2022
Q4 | $49M | Buy |
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|
2022
Q3 | $43.9M | Buy |
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|
2022
Q2 | $46M | Buy |
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|
2022
Q1 | $50.3M | Buy |
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|
2021
Q4 | $49.8M | Buy |
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|
2021
Q3 | $46.7M | Buy |
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|
2021
Q2 | $45.4M | Sell |
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|
2021
Q1 | $47.9M | Sell |
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|
2020
Q4 | $41.2M | Sell |
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|
2020
Q3 | $34.7M | Buy |
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|
2020
Q2 | $33.2M | Buy |
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|
2020
Q1 | $27.3M | Buy |
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|
2019
Q4 | $37.6M | Buy |
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|
2019
Q3 | $32.7M | Buy |
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|
2019
Q2 | $30.5M | Buy |
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|
2019
Q1 | $29.8M | Buy |
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|
2018
Q4 | $24.7M | Buy |
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|
2018
Q3 | $28.5M | Buy |
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|
2018
Q2 | $26.7M | Buy |
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|
2018
Q1 | $22.4M | Buy |
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|
2017
Q4 | $23.1M | Sell |
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|
2017
Q3 | $22.4M | Sell |
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|
2017
Q2 | $21.7M | Buy |
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|
2017
Q1 | $20.7M | Buy |
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|
2016
Q4 | $20.9M | Sell |
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|
2016
Q3 | $19.1M | Buy |
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|
2016
Q2 | $12.9M | Buy |
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|
2016
Q1 | $11.8M | Buy |
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|
2015
Q4 | $9.82M | Buy |
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|
2015
Q3 | $9.27M | Buy |
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|
2015
Q2 | $10.2M | Buy |
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|
2015
Q1 | $10.2M | Buy |
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|
2014
Q4 | $9.89M | Buy |
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|
2014
Q3 | $7.45M | Buy |
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|
2014
Q2 | $7.42M | Buy |
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|
2014
Q1 | $5.49M | Buy |
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|
2013
Q4 | $4.74M | Buy |
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|
2013
Q3 | $3.74M | Buy |
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|
2013
Q2 | $2.3M | Buy |
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