EP Wealth Advisors’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 | $483K | Buy |
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|
2025
Q1 | $414K | Buy |
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|
2024
Q4 | $441K | Buy |
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|
2024
Q3 | $341K | Buy |
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|
2024
Q2 | $305K | Hold |
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|
2024
Q1 | $320K | Sell |
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|
2023
Q4 | $315K | Sell |
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|
2023
Q3 | $291K | Sell |
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|
2023
Q2 | $309K | Buy |
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|
2023
Q1 | $392K | Sell |
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|
2022
Q4 | $309K | Sell |
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|
2022
Q3 | $284K | Sell |
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|
2022
Q2 | $394K | Sell |
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|
2022
Q1 | $584K | Sell |
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|
2021
Q4 | $649K | Sell |
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|
2021
Q3 | $667K | Buy |
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|
2021
Q2 | $585K | Hold |
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|
2021
Q1 | $572K | Sell |
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|
2020
Q4 | $500K | Sell |
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|
2020
Q3 | $421K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $420K | Buy |
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|
2019
Q4 | $506K | Buy |
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