Csenge Advisory 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
Q3 | $559K | Hold |
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|
2025
Q2 | $516K | Hold |
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|
2025
Q1 | $490K | Sell |
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|
2024
Q4 | $590K | Buy |
|
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|
2024
Q3 | $459K | Sell |
|
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|
2024
Q2 | $423K | Sell |
|
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|
2024
Q1 | $512K | Buy |
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|
2023
Q4 | $502K | Sell |
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|
2023
Q3 | $440K | Buy |
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|
2023
Q2 | $449K | Buy |
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|
2023
Q1 | $445K | Sell |
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|
2022
Q4 | $446K | Sell |
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|
2022
Q3 | $503K | Sell |
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|
2022
Q2 | $1.15M | Sell |
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|
2022
Q1 | $1.3M | Sell |
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|
2021
Q4 | $1.31M | Buy |
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|
2021
Q3 | $1.28M | Sell |
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|
2021
Q2 | $1.31M | Buy |
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