Inspirion Wealth 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
Q3 | $1.52M | Buy |
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|
2025
Q2 | $1.31M | Sell |
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|
2025
Q1 | $1.4M | Buy |
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|
2024
Q4 | $1.48M | Sell |
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|
2024
Q3 | $1.52M | Sell |
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|
2024
Q2 | $1.44M | Hold |
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|
2024
Q1 | $1.51M | Sell |
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|
2023
Q4 | $1.56M | Sell |
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|
2023
Q3 | $1.36M | Sell |
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|
2023
Q2 | $1.4M | Sell |
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|
2023
Q1 | $1.42M | Sell |
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|
2022
Q4 | $1.43M | Sell |
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|
2022
Q3 | $1.3M | Sell |
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|
2022
Q2 | $1.78M | Sell |
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|
2022
Q1 | $2.02M | Sell |
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|
2021
Q4 | $2.13M | Buy |
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|
2021
Q3 | $1.6M | Sell |
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|
2021
Q2 | $1.69M | Hold |
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|
2021
Q1 | $1.65M | Sell |
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|
2020
Q4 | $1.42M | Sell |
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|
2020
Q3 | $1.17M | Sell |
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|
2020
Q2 | $2.43M | Sell |
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|
2020
Q1 | $2.19M | Sell |
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|
2019
Q4 | $3.6M | Sell |
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|
2019
Q3 | $3.48M | Sell |
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|
2019
Q2 | $3.5M | Buy |
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|
2019
Q1 | $3.55M | Sell |
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|
2018
Q4 | $3.22M | Buy |
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|
2018
Q3 | $3.54M | Buy |
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|
2018
Q2 | $3.53M | Sell |
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|
2018
Q1 | $3.28M | Sell |
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|
2017
Q4 | $3.52M | Sell |
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|
2017
Q3 | $3.41M | Sell |
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|
2017
Q2 | $3.28M | Buy |
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|
2017
Q1 | $3.22M | Sell |
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|
2016
Q4 | $3.36M | Buy |
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|
2016
Q3 | $2.46M | Sell |
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|
2016
Q2 | $2.36M | Buy |
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|
2016
Q1 | $2.24M | Buy |
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|
2015
Q4 | $2.01M | Sell |
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|
2015
Q3 | $1.95M | Buy |
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|
2015
Q2 | $2.07M | Sell |
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|
2015
Q1 | $2.13M | Sell |
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|
2014
Q4 | $2.15M | Buy |
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