Dynamic Advisor Solutions’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 | $310K | Sell |
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|
2025
Q2 | $332K | Buy |
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|
2025
Q1 | $333K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $382K | Sell |
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|
2024
Q2 | $5.72M | Buy |
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|
2024
Q1 | $5.98M | Buy |
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|
2023
Q4 | $5.67M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $201K | Sell |
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|
2019
Q3 | $297K | Sell |
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|
2019
Q2 | $387K | Buy |
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|
2019
Q1 | $261K | Sell |
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|
2018
Q4 | $265K | Sell |
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|
2018
Q3 | $311K | Buy |
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|
2018
Q2 | $283K | Buy |
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