Independence Bank of Kentucky’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 | $1.25M | Sell |
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|
2025
Q2 | $1.18M | Sell |
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|
2025
Q1 | $1.21M | Sell |
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|
2024
Q4 | $1.34M | Buy |
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|
2024
Q3 | $1M | Buy |
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|
2024
Q2 | $765K | Buy |
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|
2024
Q1 | $708K | Buy |
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|
2023
Q4 | $576K | Buy |
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|
2023
Q3 | $38.6K | Hold |
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|
2023
Q2 | $39.4K | Hold |
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|
2023
Q1 | $39.1K | Sell |
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|
2022
Q4 | $140K | Hold |
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|
2022
Q3 | $127K | Hold |
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|
2022
Q2 | $139K | Hold |
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|
2022
Q1 | $157K | Hold |
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|
2021
Q4 | $162K | Hold |
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|
2021
Q3 | $152K | Hold |
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|
2021
Q2 | $157K | Hold |
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|
2021
Q1 | $154K | Hold |
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|
2020
Q4 | $131K | Hold |
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|
2020
Q3 | $104K | Hold |
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|
2020
Q2 | $105K | Sell |
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|
2020
Q1 | $118K | Hold |
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|
2019
Q4 | $187K | Hold |
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|
2019
Q3 | $179K | Buy |
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