Evanson Asset Management’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 | $3.29M | Buy |
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|
2025
Q2 | $3.02M | Buy |
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|
2025
Q1 | $2.95M | Buy |
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|
2024
Q4 | $3.17M | Buy |
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|
2024
Q3 | $3.18M | Sell |
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|
2024
Q2 | $2.88M | Sell |
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|
2024
Q1 | $3.2M | Buy |
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|
2023
Q4 | $3.11M | Buy |
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|
2023
Q3 | $2.73M | Sell |
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|
2023
Q2 | $2.9M | Sell |
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|
2023
Q1 | $3.04M | Buy |
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|
2022
Q4 | $2.81M | Sell |
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|
2022
Q3 | $2.57M | Sell |
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|
2022
Q2 | $2.86M | Sell |
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|
2022
Q1 | $3.37M | Sell |
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|
2021
Q4 | $3.5M | Sell |
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|
2021
Q3 | $4M | Buy |
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|
2021
Q2 | $3.99M | Sell |
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|
2021
Q1 | $4M | Sell |
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|
2020
Q4 | $3.53M | Buy |
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|
2020
Q3 | $2.79M | Sell |
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|
2020
Q2 | $2.96M | Sell |
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|
2020
Q1 | $2.66M | Buy |
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|
2019
Q4 | $4.24M | Buy |
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|
2019
Q3 | $4.03M | Sell |
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|
2019
Q2 | $4.08M | Sell |
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|
2019
Q1 | $4.16M | Sell |
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|
2018
Q4 | $3.88M | Sell |
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|
2018
Q3 | $5.23M | Sell |
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|
2018
Q2 | $6.31M | Sell |
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|
2018
Q1 | $6.06M | Sell |
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|
2017
Q4 | $6.71M | Sell |
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|
2017
Q3 | $6.54M | Sell |
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|
2017
Q2 | $6.64M | Buy |
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|
2017
Q1 | $6.17M | Buy |
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|
2016
Q4 | $6.21M | Sell |
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|
2016
Q3 | $5.65M | Buy |
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|
2016
Q2 | $5.18M | Buy |
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|
2016
Q1 | $4.16M | Sell |
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|
2015
Q4 | $4.38M | Sell |
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|
2015
Q3 | $4.38M | Sell |
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|
2015
Q2 | $5.12M | Buy |
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|
2015
Q1 | $4.72M | Buy |
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|
2014
Q4 | $4.4M | Buy |
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|
2014
Q3 | $3.04M | Buy |
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|
2014
Q2 | $3.17M | Buy |
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|
2014
Q1 | $3M | Buy |
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|
2013
Q4 | $2.24M | Buy |
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