GW & Wade’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $207K | Sell |
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|
2023
Q2 | $318K | Sell |
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|
2023
Q1 | $4.91M | Buy |
|
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|
2022
Q4 | $4.83M | Buy |
|
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|
2022
Q3 | $672K | Sell |
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|
2022
Q2 | $790K | Sell |
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|
2022
Q1 | $990K | Sell |
|
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q3 | $961K | Buy |
|
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|
2021
Q2 | $945K | Buy |
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|
2021
Q1 | $892K | Sell |
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|
2020
Q4 | $831K | Sell |
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|
2020
Q3 | $828K | Sell |
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|
2020
Q2 | $1.01M | Sell |
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|
2020
Q1 | $1.18M | Sell |
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|
2019
Q4 | $3.01M | Buy |
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|
2019
Q3 | $2.74M | Sell |
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|
2019
Q2 | $3.4M | Buy |
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|
2019
Q1 | $3.38M | Buy |
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|
2018
Q4 | $2.88M | Buy |
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|
2018
Q3 | $3.22M | Buy |
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|
2018
Q2 | $3.12M | Buy |
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|
2018
Q1 | $2.65M | Buy |
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|
2017
Q4 | $2.27M | Buy |
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|
2017
Q3 | $1.75M | Buy |
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|
2017
Q2 | $977K | Buy |
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|
2017
Q1 | $775K | Buy |
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|
2016
Q4 | $463K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $341K | Buy |
|