Harbor Investment Advisory’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 | $1.17M | Buy |
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|
2025
Q2 | $1.08M | Buy |
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|
2025
Q1 | $1.07M | Sell |
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|
2024
Q4 | $1.16M | Sell |
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|
2024
Q3 | $1.22M | Buy |
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|
2024
Q2 | $946K | Buy |
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|
2024
Q1 | $790K | Buy |
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|
2023
Q4 | $354K | Sell |
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|
2023
Q3 | $468K | Hold |
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|
2023
Q2 | $478K | Hold |
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|
2023
Q1 | $474K | Hold |
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|
2022
Q4 | $472K | Sell |
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|
2022
Q3 | $477K | Sell |
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|
2022
Q2 | $545K | Sell |
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|
2022
Q1 | $635K | Buy |
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|
2021
Q4 | $636K | Buy |
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|
2021
Q3 | $495K | Sell |
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|
2021
Q2 | $528K | Buy |
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|
2021
Q1 | $420K | Buy |
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|
2020
Q4 | $319K | Hold |
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|
2020
Q3 | $253K | Buy |
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|
2020
Q2 | $177K | Sell |
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|
2020
Q1 | $200K | Buy |
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|
2019
Q4 | $275K | Buy |
|