Destination 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 | $10.3M | Buy |
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|
2025
Q1 | $9.88M | Sell |
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|
2024
Q4 | $10.7M | Sell |
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|
2024
Q3 | $11M | Sell |
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|
2024
Q2 | $10M | Buy |
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|
2024
Q1 | $10.3M | Sell |
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|
2023
Q4 | $10.2M | Sell |
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|
2023
Q3 | $9.32M | Buy |
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|
2023
Q2 | $9.38M | Buy |
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|
2023
Q1 | $8.74M | Buy |
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|
2022
Q4 | $8.58M | Sell |
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|
2022
Q3 | $8.09M | Buy |
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|
2022
Q2 | $7.95M | Sell |
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|
2022
Q1 | $9.08M | Buy |
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|
2021
Q4 | $9.19M | Buy |
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|
2021
Q3 | $8.41M | Sell |
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|
2021
Q2 | $8.83M | Sell |
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|
2021
Q1 | $8.93M | Sell |
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|
2020
Q4 | $8.16M | Sell |
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|
2020
Q3 | $8.55M | Buy |
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|
2020
Q2 | $8.34M | Buy |
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|
2020
Q1 | $6.08M | Buy |
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|
2019
Q4 | $9.22M | Buy |
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|
2019
Q3 | $8.63M | Buy |
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|
2019
Q2 | $8.26M | Sell |
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|
2019
Q1 | $8.46M | Sell |
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|
2018
Q4 | $7.65M | Buy |
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|
2018
Q3 | $9.1M | Sell |
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|
2018
Q2 | $9.54M | Buy |
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|
2018
Q1 | $4.45M | Sell |
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|
2017
Q4 | $9.19M | Buy |
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|
2017
Q3 | $8.68M | Buy |
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|
2017
Q2 | $7.92M | Buy |
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|
2017
Q1 | $7.48M | Buy |
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|
2016
Q4 | $7.06M | Buy |
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|
2016
Q3 | $5.11M | Buy |
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|
2016
Q2 | $3.96M | Buy |
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|
2016
Q1 | $778K | Hold |
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|
2015
Q4 | $778K | Buy |
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|
2015
Q3 | $500K | Buy |
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|
2015
Q2 | $517K | Buy |
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|
2015
Q1 | $364K | Buy |
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|
2014
Q4 | $296K | Buy |
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|
2014
Q3 | $221K | Sell |
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|
2014
Q2 | $295K | Buy |
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