Geneos 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
Q3 | $184K | Sell |
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|
2025
Q2 | $177K | Sell |
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|
2025
Q1 | $397K | Buy |
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|
2024
Q4 | $224K | Sell |
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|
2024
Q3 | $235K | Buy |
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|
2024
Q2 | $205K | Hold |
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|
2024
Q1 | $215K | Hold |
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|
2023
Q4 | $211K | Hold |
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|
2023
Q3 | $185K | Hold |
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|
2023
Q2 | $189K | Sell |
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|
2023
Q1 | $230K | Sell |
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|
2022
Q4 | $247K | Buy |
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|
2022
Q3 | $198K | Sell |
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|
2022
Q2 | $320K | Sell |
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|
2022
Q1 | $494K | Sell |
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|
2021
Q4 | $588K | Buy |
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|
2021
Q3 | $528K | Buy |
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|
2021
Q2 | $204K | Buy |
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|
2021
Q1 | $204K | Sell |
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|
2020
Q4 | $268K | Buy |
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|
2020
Q3 | $161K | Buy |
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|
2020
Q2 | $148K | Buy |
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|
2020
Q1 | $120K | Sell |
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|
2019
Q4 | $433K | Sell |
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|
2019
Q3 | $429K | Sell |
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|
2019
Q2 | $458K | Sell |
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|
2019
Q1 | $485K | Sell |
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|
2018
Q4 | $447K | Sell |
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|
2018
Q3 | $553K | Sell |
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|
2018
Q2 | $553K | Sell |
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|
2018
Q1 | $519K | Sell |
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|
2017
Q4 | $555K | Buy |
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|
2017
Q3 | $520K | Sell |
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|
2017
Q2 | $501K | Buy |
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|
2017
Q1 | $498K | Sell |
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|
2016
Q4 | $538K | Sell |
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|
2016
Q3 | $491K | Buy |
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|
2016
Q2 | $462K | Buy |
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|
2016
Q1 | $414K | Buy |
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