HC Advisors’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 | $6.3M | Buy |
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|
2025
Q1 | $6.19M | Buy |
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|
2024
Q4 | $6.49M | Buy |
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|
2024
Q3 | $6.45M | Buy |
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|
2024
Q2 | $5.69M | Buy |
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|
2024
Q1 | $5.53M | Buy |
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|
2023
Q4 | $5.04M | Buy |
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|
2023
Q3 | $4.39M | Buy |
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|
2023
Q2 | $4.28M | Sell |
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|
2023
Q1 | $4.29M | Buy |
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|
2022
Q4 | $4.09M | Sell |
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|
2022
Q3 | $3.7M | Sell |
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|
2022
Q2 | $4.14M | Buy |
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|
2022
Q1 | $4.45M | Buy |
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|
2021
Q4 | $4.4M | Buy |
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|
2021
Q3 | $4.12M | Sell |
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|
2021
Q2 | $5.18M | Sell |
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|
2021
Q1 | $5.33M | Buy |
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|
2020
Q4 | $4.41M | Buy |
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|
2020
Q3 | $2.81M | Buy |
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|
2020
Q2 | $2.64M | Buy |
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