Madrona Financial Services’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 | $209K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $204K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $233K | Hold |
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|
2023
Q4 | $230K | Sell |
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|
2023
Q3 | $241K | Hold |
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|
2023
Q2 | $246K | Sell |
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|
2023
Q1 | $280K | Buy |
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|
2022
Q4 | $244K | Sell |
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|
2022
Q3 | $231K | Sell |
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|
2022
Q2 | $260K | Hold |
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|
2022
Q1 | $287K | Hold |
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|
2021
Q4 | $303K | Buy |
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|
2021
Q3 | $271K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $260K | Hold |
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|
2019
Q3 | $248K | Buy |
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|
2019
Q2 | $245K | Buy |
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