IFP 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 | $804K | Sell |
|
|||||
|
2025
Q1 | $6.33M | Sell |
|
|||||
|
2024
Q4 | $6.92M | Buy |
|
|||||
|
2024
Q3 | $6.56M | Buy |
|
|||||
|
2024
Q2 | $713K | Sell |
|
|||||
|
2024
Q1 | $826K | Sell |
|
|||||
|
2023
Q4 | $855K | Sell |
|
|||||
|
2023
Q3 | $812K | Sell |
|
|||||
|
2023
Q2 | $858K | Sell |
|
|||||
|
2023
Q1 | $916K | Sell |
|
|||||
|
2022
Q4 | $1.01M | Sell |
|
|||||
|
2022
Q3 | $1.48M | Buy |
|
|||||
|
2022
Q2 | $1.42M | Hold |
|
|||||
|
2022
Q1 | $1.42M | Sell |
|
|||||
|
2021
Q4 | $1.88M | Sell |
|
|||||
|
2021
Q3 | $1.78M | Sell |
|
|||||
|
2021
Q2 | $1.85M | Buy |
|
|||||
|
2021
Q1 | $1.81M | Sell |
|
|||||
|
2020
Q4 | $3.32M | Sell |
|
|||||
|
2020
Q3 | $3.13M | Sell |
|
|||||
|
2020
Q2 | $3.54M | Sell |
|
|||||
|
2020
Q1 | $3.3M | Buy |
|
|||||
|
2019
Q4 | $4.31M | Sell |
|
|||||
|
2019
Q3 | $4.16M | Buy |
|
|||||
|
2019
Q1 | $1.75M | Buy |
|
|||||
|
2018
Q4 | $1.19M | Buy |
|
|||||
|
2018
Q3 | $1.16M | Sell |
|
|||||
|
2018
Q2 | $1.16M | Sell |
|
|||||
|
2018
Q1 | $1.31M | Hold |
|
|||||
|
2017
Q4 | $1.31M | Buy |
|
|||||
|
2017
Q3 | $1.25M | Buy |
|
|||||
|
2017
Q2 | $404K | Sell |
|
|||||
|
2017
Q1 | $525K | Buy |
|
|||||
|
2016
Q4 | $417K | Buy |
|
|||||
|
2016
Q3 | $347K | Sell |
|
|||||
|
2016
Q2 | $344K | Sell |
|
|||||
|
2016
Q1 | $1.75M | Buy |
|
|||||
|
2015
Q4 | $313K | Buy |
|