Integrated Wealth Concepts’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $841K | Buy |
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|
2025
Q4 | – | Sell |
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|
2025
Q3 | $792K | Buy |
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $269K | Sell |
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|
2023
Q3 | $252K | Sell |
|
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|
2023
Q2 | $267K | Sell |
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|
2023
Q1 | $287K | Buy |
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|
2022
Q4 | $241K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $415K | Sell |
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|
2021
Q3 | $410K | Buy |
|