Legacy Private Trust’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
Q1 | – | Sell |
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|
2024
Q4 | $209K | Sell |
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|
2024
Q3 | $213K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $205K | Hold |
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|
2023
Q4 | $202K | Sell |
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|
2023
Q3 | $221K | Sell |
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|
2023
Q2 | $252K | Sell |
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|
2023
Q1 | $327K | Sell |
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|
2022
Q4 | $1.45M | Buy |
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|
2022
Q3 | $573K | Sell |
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|
2022
Q2 | $711K | Buy |
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|
2022
Q1 | $454K | Sell |
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|
2021
Q4 | $635K | Buy |
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|
2021
Q3 | $583K | Sell |
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|
2021
Q2 | $624K | Sell |
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|
2021
Q1 | $844K | Buy |
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|
2020
Q4 | $444K | Buy |
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|
2020
Q3 | $347K | Sell |
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|
2020
Q2 | $556K | Sell |
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|
2020
Q1 | $605K | Sell |
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|
2019
Q4 | $1.29M | Sell |
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|
2019
Q3 | $1.45M | Buy |
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|
2019
Q2 | $1.38M | Sell |
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|
2019
Q1 | $1.52M | Sell |
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|
2018
Q4 | $2.25M | Sell |
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|
2018
Q3 | $2.83M | Buy |
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|
2018
Q2 | $2.68M | Sell |
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|
2018
Q1 | $2.82M | Sell |
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|
2017
Q4 | $4.22M | Buy |
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|
2017
Q3 | $3.12M | Sell |
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|
2017
Q2 | $4.59M | Buy |
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|
2017
Q1 | $312K | Buy |
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