Dakota Wealth Management’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 | $317K | Sell |
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|
2025
Q1 | $352K | Sell |
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|
2024
Q4 | $389K | Hold |
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|
2024
Q3 | $391K | Sell |
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|
2024
Q2 | $358K | Sell |
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|
2024
Q1 | $382K | Buy |
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|
2023
Q4 | $370K | Sell |
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|
2023
Q3 | $437K | Buy |
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|
2023
Q2 | $367K | Sell |
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|
2023
Q1 | $677K | Sell |
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|
2022
Q4 | $732K | Sell |
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|
2022
Q3 | $729K | Sell |
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|
2022
Q2 | $1.06M | Sell |
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|
2022
Q1 | $1.31M | Buy |
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|
2021
Q4 | $840K | Sell |
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|
2021
Q3 | $866K | Sell |
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|
2021
Q2 | $908K | Hold |
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|
2021
Q1 | $887K | Sell |
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|
2020
Q4 | $813K | Sell |
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|
2020
Q3 | $670K | Sell |
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|
2020
Q2 | $682K | Sell |
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|
2020
Q1 | $587K | Sell |
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|
2019
Q4 | $966K | Sell |
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|
2019
Q3 | $928K | Sell |
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|
2019
Q2 | $965K | Sell |
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|
2019
Q1 | $991K | Sell |
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|
2018
Q4 | $1.18M | Hold |
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|
2018
Q3 | $1.18M | Sell |
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|
2018
Q2 | $1.34M | Sell |
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|
2018
Q1 | $1.33M | Sell |
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|
2017
Q4 | $1.45M | Sell |
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|
2017
Q3 | $1.4M | Buy |
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|
2017
Q2 | $1.34M | Sell |
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|
2017
Q1 | $1.43M | Sell |
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|
2016
Q4 | $1.51M | Sell |
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|
2016
Q3 | $1.44M | Sell |
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|
2016
Q2 | $1.37M | Sell |
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|
2016
Q1 | $1.35M | Sell |
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|
2015
Q4 | $1.39M | Sell |
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|
2015
Q3 | $1.38M | Sell |
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|
2015
Q2 | $1.55M | Sell |
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|
2015
Q1 | $1.6M | Sell |
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|
2014
Q4 | $1.62M | Buy |
|