Moisand Fitzgerald Tamayo’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 | $109K | Hold |
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|
2025
Q2 | $103K | Hold |
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|
2025
Q1 | $104K | Hold |
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|
2024
Q4 | $112K | Hold |
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|
2024
Q3 | $112K | Hold |
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|
2024
Q2 | $101K | Hold |
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|
2024
Q1 | $106K | Hold |
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|
2023
Q4 | $105K | Hold |
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|
2023
Q3 | $91.6K | Hold |
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|
2023
Q2 | $93.5K | Hold |
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|
2023
Q1 | $92.8K | Hold |
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|
2022
Q4 | $92.4K | Hold |
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|
2022
Q3 | $84K | Hold |
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|
2022
Q2 | $92K | Hold |
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|
2022
Q1 | $104K | Hold |
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|
2021
Q4 | $107K | Hold |
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|
2021
Q3 | $100K | Hold |
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|
2021
Q2 | $104K | Hold |
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|
2021
Q1 | $101K | Hold |
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|
2020
Q4 | $86K | Hold |
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|
2020
Q3 | $68K | Hold |
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|
2020
Q2 | $69K | Hold |
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|
2020
Q1 | $59K | Hold |
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|
2019
Q4 | $93K | Hold |
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|
2019
Q3 | $89K | Hold |
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|
2019
Q2 | $88K | Hold |
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|
2019
Q1 | $89K | Hold |
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|
2018
Q4 | $80K | Hold |
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|
2018
Q3 | $97K | Hold |
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|
2018
Q2 | $96K | Hold |
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|
2018
Q1 | $89K | Hold |
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|
2017
Q4 | $94K | Hold |
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|
2017
Q3 | $91K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $74K | Hold |
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|
2015
Q4 | $70K | Buy |
|