Mather Group’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 | $737K | Sell |
|
|||||
|
2025
Q2 | $711K | Sell |
|
|||||
|
2025
Q1 | $771K | Sell |
|
|||||
|
2024
Q4 | $863K | Sell |
|
|||||
|
2024
Q3 | $882K | Sell |
|
|||||
|
2024
Q2 | $915K | Sell |
|
|||||
|
2024
Q1 | $943K | Buy |
|
|||||
|
2023
Q4 | $829K | Buy |
|
|||||
|
2023
Q3 | $640K | Buy |
|
|||||
|
2023
Q2 | $342K | Sell |
|
|||||
|
2023
Q1 | $373K | Buy |
|