Marino Stram & Associates’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 | $473K | Sell |
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|
2025
Q1 | $641K | Buy |
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|
2024
Q4 | $688K | Sell |
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|
2024
Q3 | $696K | Buy |
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|
2024
Q2 | $627K | Buy |
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|
2024
Q1 | $657K | Buy |
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|
2023
Q4 | $646K | Buy |
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|
2023
Q3 | $566K | Buy |
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|
2023
Q2 | $577K | Buy |
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|
2023
Q1 | $571K | Buy |
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|
2022
Q4 | $568K | Sell |
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|
2022
Q3 | $519K | Sell |
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|
2022
Q2 | $652K | Buy |
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|
2022
Q1 | $708K | Sell |
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|
2021
Q4 | $820K | Sell |
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|
2021
Q3 | $796K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $690K | Buy |
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|
2020
Q4 | $456K | Buy |
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|
2020
Q3 | $302K | Sell |
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|
2020
Q2 | $393K | Buy |
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|
2020
Q1 | $332K | Buy |
|