Moller Wealth Partners’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 | $273K | Sell |
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|
2025
Q2 | $289K | Hold |
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|
2025
Q1 | $290K | Hold |
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|
2024
Q4 | $312K | Sell |
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|
2024
Q3 | $355K | Sell |
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|
2024
Q2 | $354K | Hold |
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|
2024
Q1 | $372K | Sell |
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|
2023
Q4 | $381K | Buy |
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|
2023
Q3 | $304K | Sell |
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|
2023
Q2 | $313K | Buy |
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|
2023
Q1 | $204K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $217K | Hold |
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|
2021
Q4 | $224K | Hold |
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|
2021
Q3 | $210K | Hold |
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|
2021
Q2 | $217K | Hold |
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|
2021
Q1 | $212K | Sell |
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|
2020
Q4 | $227K | Sell |
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|
2020
Q3 | $219K | Sell |
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|
2020
Q2 | $223K | Sell |
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|
2020
Q1 | $576K | Sell |
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|
2019
Q4 | $1M | Buy |
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|
2019
Q3 | $879K | Hold |
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|
2019
Q2 | $871K | Hold |
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|
2019
Q1 | $885K | Sell |
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|
2018
Q4 | $857K | Buy |
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|
2018
Q3 | $309K | Hold |
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|
2018
Q2 | $308K | Sell |
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|
2018
Q1 | $316K | Sell |
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|
2017
Q4 | $622K | Hold |
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|
2017
Q3 | $599K | Hold |
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|
2017
Q2 | $574K | Hold |
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|
2017
Q1 | $575K | Hold |
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|
2016
Q4 | $590K | Hold |
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|
2016
Q3 | $537K | Sell |
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|
2016
Q2 | $695K | Sell |
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|
2016
Q1 | $834K | Hold |
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|
2015
Q4 | $788K | Hold |
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|
2015
Q3 | $765K | Hold |
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|
2015
Q2 | $855K | Hold |
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|
2015
Q1 | $875K | Sell |
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|
2014
Q4 | $893K | Hold |
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|
2014
Q3 | $818K | Hold |
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|
2014
Q2 | $882K | Hold |
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|
2014
Q1 | $860K | Sell |
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|
2013
Q4 | $1.14M | Sell |
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|
2013
Q3 | $1.08M | Buy |
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|
2013
Q2 | $1.01M | Buy |
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