Hengehold Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $808K | Hold |
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|
2025
Q2 | $762K | Buy |
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|
2025
Q1 | $481K | Sell |
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|
2024
Q4 | $532K | Sell |
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|
2024
Q3 | $558K | Hold |
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|
2024
Q2 | $504K | Sell |
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|
2024
Q1 | $545K | Sell |
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|
2023
Q4 | $639K | Hold |
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|
2023
Q3 | $560K | Hold |
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|
2023
Q2 | $572K | Hold |
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|
2023
Q1 | $567K | Sell |
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|
2022
Q4 | $703K | Buy |
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|
2022
Q3 | $635K | Buy |
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|
2022
Q2 | $571K | Buy |
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|
2022
Q1 | $554K | Sell |
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|
2021
Q4 | $588K | Sell |
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|
2021
Q3 | $552K | Hold |
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|
2021
Q2 | $571K | Buy |
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|
2021
Q1 | $365K | Buy |
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|
2020
Q4 | $277K | Sell |
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|
2020
Q3 | $222K | Hold |
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|
2020
Q2 | $223K | Hold |
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|
2020
Q1 | $190K | Sell |
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|
2019
Q4 | $455K | Sell |
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|
2019
Q3 | $443K | Sell |
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|
2019
Q2 | $727K | Sell |
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|
2019
Q1 | $741K | Buy |
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|
2018
Q4 | $658K | Sell |
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|
2018
Q3 | $812K | Sell |
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|
2018
Q2 | $822K | Buy |
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|
2018
Q1 | $737K | Sell |
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|
2017
Q4 | $789K | Sell |
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|
2017
Q3 | $1.32M | Buy |
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|
2017
Q2 | $1.26M | Sell |
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|
2017
Q1 | $1.28M | Sell |
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|
2016
Q4 | $22.4M | Buy |
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|
2016
Q3 | $20M | Buy |
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|
2016
Q2 | $10M | Sell |
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|
2016
Q1 | $9.79M | Buy |
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|
2015
Q4 | $9.24M | Buy |
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|
2015
Q3 | $8.78M | Buy |
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|
2015
Q2 | $9.7M | Buy |
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|
2015
Q1 | $9.89M | Buy |
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|
2014
Q4 | $9.22M | Buy |
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|
2014
Q3 | $664K | Sell |
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|
2014
Q2 | $729K | Sell |
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|
2014
Q1 | $715K | Sell |
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|
2013
Q4 | $13M | Sell |
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|
2013
Q3 | $12.9M | Sell |
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|
2013
Q2 | $12.3M | Buy |
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