MCF Advisors’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 | $115K | Hold |
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|
2025
Q1 | $116K | Hold |
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|
2024
Q4 | $124K | Hold |
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|
2024
Q3 | $125K | Hold |
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|
2024
Q2 | $113K | Hold |
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|
2024
Q1 | $118K | Hold |
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|
2023
Q4 | $117K | Hold |
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|
2023
Q3 | $102K | Hold |
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|
2023
Q2 | $104K | Sell |
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|
2023
Q1 | $171K | Buy |
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|
2022
Q4 | $103K | Hold |
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|
2022
Q3 | $93K | Hold |
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|
2022
Q2 | $102K | Hold |
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|
2022
Q1 | $115K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $112K | Hold |
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|
2021
Q2 | $115K | Hold |
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|
2021
Q1 | $113K | Hold |
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|
2020
Q4 | $96K | Hold |
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|
2020
Q3 | $76K | Hold |
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|
2020
Q2 | $77K | Sell |
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|
2020
Q1 | $171K | Hold |
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|
2019
Q4 | $272K | Hold |
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|
2019
Q3 | $259K | Hold |
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|
2019
Q2 | $257K | Hold |
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|
2019
Q1 | $261K | Hold |
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|
2018
Q4 | $232K | Sell |
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|
2018
Q3 | $375K | Hold |
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|
2018
Q2 | $374K | Buy |
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|
2018
Q1 | $260K | Buy |
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|
2017
Q4 | $105K | Hold |
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|
2017
Q3 | $101K | Hold |
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|
2017
Q2 | $97K | Hold |
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|
2017
Q1 | $97K | Hold |
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|
2016
Q4 | $100K | Hold |
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|
2016
Q3 | $91K | Hold |
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|
2016
Q2 | $86K | Hold |
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|
2016
Q1 | $83K | Hold |
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|
2015
Q4 | $78K | Hold |
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|
2015
Q3 | $76K | Hold |
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|
2015
Q2 | $85K | Hold |
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|
2015
Q1 | $87K | Hold |
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|
2014
Q4 | $86K | Hold |
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|
2014
Q3 | $82K | Hold |
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|
2014
Q2 | $82K | Hold |
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|
2014
Q1 | $82K | Hold |
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|
2013
Q4 | $82K | Buy |
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|
2013
Q3 | $9K | Buy |
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