John W. Brooker & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $234K | Hold |
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|
2024
Q1 | $245K | Sell |
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|
2023
Q4 | $248K | Sell |
|
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|
2023
Q3 | $218K | Buy |
|
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|
2023
Q2 | $223K | Sell |
|
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|
2023
Q1 | $220K | Buy |
|
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|
2022
Q4 | $220K | Buy |
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|
2022
Q3 | $199K | Buy |
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|
2022
Q2 | $218K | Buy |
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|
2022
Q1 | $247K | Buy |
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|
2021
Q4 | $254K | Buy |
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|
2021
Q3 | $238K | Sell |
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|
2021
Q2 | $254K | Buy |
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|
2021
Q1 | $248K | Sell |
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|
2020
Q4 | $274K | Sell |
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|
2020
Q3 | $1.18M | Sell |
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|
2020
Q2 | $2.01M | Sell |
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|
2020
Q1 | $1.88M | Sell |
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|
2019
Q4 | $3.01M | Buy |
|