Harbour Investments’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
Q2 | $177K | Sell |
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|
2025
Q1 | $185K | Buy |
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|
2024
Q4 | $166K | Sell |
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|
2024
Q3 | $176K | Sell |
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|
2024
Q2 | $163K | Sell |
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|
2024
Q1 | $185K | Buy |
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|
2023
Q4 | $182K | Sell |
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|
2023
Q3 | $165K | Sell |
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|
2023
Q2 | $173K | Buy |
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|
2023
Q1 | $160K | Buy |
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|
2022
Q4 | $84.6K | Sell |
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|
2022
Q3 | $87K | Hold |
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|
2022
Q2 | $87K | Buy |
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|
2021
Q4 | $56K | Sell |
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|
2021
Q3 | $118K | Hold |
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|
2021
Q2 | $123K | Hold |
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|
2021
Q1 | $120K | Buy |
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