First National Trust’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 | $299K | Sell |
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|
2025
Q1 | $343K | Buy |
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|
2024
Q4 | $364K | Buy |
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|
2024
Q3 | $268K | Sell |
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|
2024
Q2 | $284K | Sell |
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|
2024
Q1 | $322K | Sell |
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|
2023
Q4 | $324K | Sell |
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|
2023
Q3 | $330K | Sell |
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|
2023
Q2 | $407K | Sell |
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|
2023
Q1 | $634K | Sell |
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|
2022
Q4 | $709K | Buy |
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|
2022
Q3 | $631K | Sell |
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|
2022
Q2 | $731K | Sell |
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|
2022
Q1 | $1.45M | Buy |
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|
2021
Q4 | $1.13M | Buy |
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