IFG 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
Q2 | $903K | Buy |
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|
2025
Q1 | $890K | Hold |
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|
2024
Q4 | $957K | Hold |
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|
2024
Q3 | $960K | Sell |
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|
2024
Q2 | $878K | Sell |
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|
2024
Q1 | $942K | Sell |
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|
2023
Q4 | $939K | Buy |
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|
2023
Q3 | $811K | Sell |
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|
2023
Q2 | $842K | Buy |
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|
2023
Q1 | $824K | Sell |
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|
2022
Q4 | $844K | Hold |
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|
2022
Q3 | $764K | Buy |
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|
2022
Q2 | $732K | Buy |
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|
2022
Q1 | $396K | Buy |
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|
2021
Q4 | $407K | Sell |
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|
2021
Q3 | $389K | Buy |
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|
2021
Q2 | $401K | Hold |
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|
2021
Q1 | $391K | Sell |
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|
2020
Q4 | $349K | Buy |
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|
2020
Q3 | $260K | Buy |
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|
2020
Q2 | $221K | Sell |
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|
2020
Q1 | $221K | Sell |
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|
2019
Q4 | $545K | Hold |
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|
2019
Q3 | $520K | Buy |
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