DB Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.6M | Sell |
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|
2023
Q3 | $2.55M | Sell |
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|
2023
Q2 | $2.79M | Sell |
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|
2023
Q1 | $2.8M | Buy |
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|
2022
Q4 | $2.76M | Buy |
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|
2022
Q3 | $1.64M | Buy |
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|
2022
Q2 | $1.4M | Buy |
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|
2022
Q1 | $272K | Buy |
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|
2021
Q4 | $95K | Hold |
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|
2021
Q3 | $90K | Sell |
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|
2021
Q2 | $96K | Hold |
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|
2021
Q1 | $93K | Sell |
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|
2020
Q4 | $184K | Buy |
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