Global Retirement Partners’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 | $66.3K | Sell |
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|
2025
Q2 | $66.6K | Buy |
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|
2024
Q4 | $30.3K | Sell |
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|
2024
Q3 | $36.9K | Hold |
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|
2024
Q2 | $33.3K | Sell |
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|
2024
Q1 | $43K | Sell |
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|
2023
Q4 | $56.3K | Buy |
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|
2023
Q3 | $49.6K | Sell |
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|
2023
Q2 | $75K | Buy |
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|
2023
Q1 | $69.5K | Buy |
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|
2022
Q4 | $67.3K | Buy |
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|
2022
Q3 | $69K | Sell |
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|
2022
Q2 | $81K | Buy |
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|
2022
Q1 | $85K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $73K | Sell |
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|
2021
Q2 | $92K | Buy |
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|
2021
Q1 | $90K | Sell |
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|
2020
Q4 | $91K | Sell |
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|
2020
Q3 | $89K | Sell |
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|
2020
Q2 | $164K | Buy |
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|
2020
Q1 | $139K | Sell |
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|
2019
Q4 | $469K | Sell |
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|
2019
Q3 | $498K | Sell |
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|
2019
Q2 | $499K | Buy |
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|
2019
Q1 | $207K | Sell |
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|
2018
Q4 | $186K | Sell |
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|
2018
Q3 | $306K | Buy |
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|
2018
Q2 | $279K | Buy |
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|
2018
Q1 | $86K | Sell |
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|
2017
Q4 | $93K | Buy |
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|
2017
Q3 | $87K | Hold |
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|
2017
Q2 | $84K | Buy |
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|
2017
Q1 | $54K | Sell |
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|
2016
Q4 | $56K | Buy |
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