Evermay Wealth 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
Q2 | $50.7K | Hold |
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|
2025
Q1 | $51K | Hold |
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|
2024
Q4 | $54.9K | Hold |
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|
2024
Q3 | $55.1K | Sell |
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|
2024
Q2 | $49.9K | Sell |
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|
2024
Q1 | $84.6K | Hold |
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|
2023
Q4 | $83.3K | Hold |
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|
2023
Q3 | $73K | Hold |
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|
2023
Q2 | $74.6K | Sell |
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|
2023
Q1 | $117K | Hold |
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|
2022
Q4 | $116K | Buy |
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|
2022
Q3 | $105K | Hold |
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|
2022
Q2 | $115K | Hold |
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|
2022
Q1 | $130K | Sell |
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|
2021
Q4 | $153K | Hold |
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|
2021
Q3 | $143K | Hold |
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|
2021
Q2 | $148K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $219K | Sell |
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|
2018
Q2 | $268K | Sell |
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|
2018
Q1 | $272K | Sell |
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|
2017
Q4 | $303K | Sell |
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|
2017
Q3 | $309K | Sell |
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|
2017
Q2 | $306K | Hold |
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|
2017
Q1 | $306K | Hold |
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|
2016
Q4 | $314K | Hold |
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|
2016
Q3 | $286K | Hold |
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|
2016
Q2 | $272K | Sell |
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|
2016
Q1 | $290K | Hold |
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|
2015
Q4 | $274K | Sell |
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|
2015
Q3 | $312K | Sell |
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|
2015
Q2 | $360K | Sell |
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|
2015
Q1 | $458K | Hold |
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|
2014
Q4 | $451K | Buy |
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|
2014
Q3 | $405K | Hold |
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|
2014
Q2 | $436K | Sell |
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|
2014
Q1 | $471K | Hold |
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|
2013
Q4 | $468K | Buy |
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