EisnerAmper Wealth Management Corporate Benefits’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 | $9.15M | Sell |
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|
2023
Q3 | $8.11M | Sell |
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|
2023
Q2 | $11.6M | Sell |
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|
2023
Q1 | $12.1M | Sell |
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|
2022
Q4 | $12.1M | Sell |
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|
2022
Q3 | $11.1M | Sell |
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|
2022
Q2 | $12.2M | Buy |
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|
2022
Q1 | $13.7M | Sell |
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|
2021
Q4 | $14.3M | Buy |
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|
2021
Q3 | $13.3M | Sell |
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|
2021
Q2 | $14.2M | Buy |
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|
2021
Q1 | $13.8M | Buy |
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|
2020
Q4 | $11.6M | Buy |
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|
2020
Q3 | $8.99M | Buy |
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|
2020
Q2 | $8.92M | Buy |
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|
2020
Q1 | $7.16M | Buy |
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|
2019
Q4 | $11.1M | Buy |
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|
2019
Q3 | $10.3M | Buy |
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|
2019
Q2 | $9.67M | Buy |
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|
2019
Q1 | $9.27M | Buy |
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|
2018
Q4 | $7.75M | Buy |
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|
2018
Q3 | $9.37M | Buy |
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|
2018
Q2 | $9.34M | Buy |
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|
2018
Q1 | $8.58M | Buy |
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|
2017
Q4 | $8.8M | Sell |
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|
2017
Q3 | $8.67M | Buy |
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|
2017
Q2 | $7.78M | Sell |
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|
2017
Q1 | $7.87M | Buy |
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|
2016
Q4 | $7.69M | Sell |
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|
2016
Q3 | $6.97M | Buy |
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|
2016
Q2 | $6.53M | Buy |
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|
2016
Q1 | $6M | Buy |
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|
2015
Q4 | $5.38M | Buy |
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|
2015
Q3 | $4.85M | Buy |
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|
2015
Q2 | $5.11M | Buy |
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|
2015
Q1 | $2.96M | Buy |
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|
2014
Q4 | $2.61M | Buy |
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