Diversified’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
2024
Q3
$368K Sell
2024
Q2
$339K Hold
2024
Q1
$355K Buy
2023
Q4
$338K Buy
2023
Q3
$293K Hold
2023
Q2
$299K Sell
2023
Q1
$314K Sell
2022
Q4
$319K Buy
2022
Q3
$246K Buy