Insight 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 | $520K | Sell |
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|
2025
Q1 | $544K | Sell |
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|
2024
Q4 | $725K | Sell |
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|
2024
Q3 | $750K | Buy |
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|
2024
Q2 | $666K | Buy |
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|
2024
Q1 | $678K | Buy |
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|
2023
Q4 | $612K | Sell |
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|
2023
Q3 | $543K | Sell |
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|
2023
Q2 | $556K | Buy |
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|
2023
Q1 | $548K | Buy |
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|
2022
Q4 | $533K | Sell |
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|
2022
Q3 | $487K | Buy |
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|
2022
Q2 | $524K | Sell |
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|
2022
Q1 | $563K | Buy |
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|
2021
Q4 | $504K | Buy |
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|
2021
Q3 | $502K | Buy |
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|
2021
Q2 | $436K | Buy |
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|
2021
Q1 | $318K | Sell |
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|
2020
Q4 | $273K | Buy |
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