Equitable Holdings’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 | $407K | Buy |
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|
2025
Q1 | $355K | Sell |
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|
2024
Q4 | $422K | Sell |
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|
2024
Q3 | $447K | Sell |
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|
2024
Q2 | $451K | Sell |
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|
2024
Q1 | $495K | Sell |
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|
2023
Q4 | $544K | Buy |
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|
2023
Q3 | $392K | Buy |
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|
2023
Q2 | $396K | Buy |
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|
2023
Q1 | $354K | Sell |
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|
2022
Q4 | $648K | Sell |
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|
2022
Q3 | $766K | Sell |
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|
2022
Q2 | $1.32M | Buy |
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|
2022
Q1 | $873K | Sell |
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|
2021
Q4 | $957K | Buy |
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|
2021
Q3 | $890K | Buy |
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|
2021
Q2 | $662K | Buy |
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|
2021
Q1 | $564K | Buy |
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|
2020
Q4 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $207K | Buy |
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