Integrated Advisors Network’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 | $453K | Sell |
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|
2025
Q1 | $464K | Sell |
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|
2024
Q4 | $2.69M | Buy |
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|
2024
Q3 | $491K | Hold |
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|
2024
Q2 | $444K | Sell |
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|
2024
Q1 | $472K | Hold |
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|
2023
Q4 | $465K | Buy |
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|
2023
Q3 | $368K | Sell |
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|
2023
Q2 | $409K | Buy |
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|
2023
Q1 | $392K | Buy |
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|
2022
Q4 | $380K | Buy |
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|
2022
Q3 | $321K | Buy |
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|
2022
Q2 | $352K | Buy |
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|
2022
Q1 | $397K | Buy |
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|
2021
Q4 | $400K | Buy |
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|
2021
Q3 | $375K | Buy |
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|
2021
Q2 | $388K | Buy |
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|
2021
Q1 | $379K | Buy |
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|
2020
Q4 | $322K | Buy |
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|
2020
Q3 | $234K | Buy |
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|
2020
Q2 | $235K | Sell |
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|
2020
Q1 | $204K | Buy |
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|
2019
Q4 | $204K | Buy |
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