Fiduciary Group’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 | – | Sell |
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|
2025
Q1 | $215K | Hold |
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|
2024
Q4 | $232K | Hold |
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|
2024
Q3 | $232K | Hold |
|
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|
2024
Q2 | $210K | Hold |
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|
2024
Q1 | $220K | Hold |
|
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|
2023
Q4 | $217K | Buy |
|
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $249K | Hold |
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|
2022
Q3 | $262K | Hold |
|
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|
2022
Q2 | $268K | Sell |
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|
2022
Q1 | $285K | Buy |
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|
2021
Q4 | $319K | Buy |
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|
2021
Q3 | $297K | Buy |
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|
2021
Q2 | $274K | Hold |
|
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|
2021
Q1 | $282K | Hold |
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|
2020
Q4 | $259K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $252K | Hold |
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|
2019
Q3 | $241K | Sell |
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|
2019
Q2 | $240K | Hold |
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|
2019
Q1 | $244K | Hold |
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|
2018
Q4 | $217K | Hold |
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|
2018
Q3 | $263K | Hold |
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|
2018
Q2 | $263K | Buy |
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|
2018
Q1 | $224K | Buy |
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|
2017
Q4 | $231K | Hold |
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|
2017
Q3 | $223K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $295K | Sell |
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|
2015
Q2 | $464K | Buy |
|