Gray 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $233K | Hold |
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|
2024
Q3 | $234K | Sell |
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|
2024
Q2 | $237K | Sell |
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|
2024
Q1 | $251K | Sell |
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|
2023
Q4 | $254K | Sell |
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|
2023
Q3 | $227K | Sell |
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|
2023
Q2 | $243K | Sell |
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|
2023
Q1 | $245K | Sell |
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|
2022
Q4 | $244K | Sell |
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|
2022
Q3 | $222K | Buy |
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|
2022
Q2 | $238K | Buy |
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|
2022
Q1 | $256K | Hold |
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|
2021
Q4 | $264K | Hold |
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|
2021
Q3 | $247K | Hold |
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|
2021
Q2 | $256K | Hold |
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|
2021
Q1 | $250K | Sell |
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|
2020
Q4 | $225K | Sell |
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|
2020
Q3 | $212K | Sell |
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|
2020
Q2 | $225K | Sell |
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|
2020
Q1 | $203K | Buy |
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