NBT Bank’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 | $1.6M | Sell |
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|
2025
Q2 | $1.55M | Buy |
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|
2025
Q1 | $1.54M | Sell |
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|
2024
Q4 | $1.69M | Sell |
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|
2024
Q3 | $1.7M | Sell |
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|
2024
Q2 | $1.67M | Sell |
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|
2024
Q1 | $1.76M | Sell |
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|
2023
Q4 | $1.76M | Buy |
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|
2023
Q3 | $705K | Buy |
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|
2023
Q2 | $712K | Buy |
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|
2023
Q1 | $682K | Buy |
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|
2022
Q4 | $661K | Buy |
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|
2022
Q3 | $529K | Buy |
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|
2022
Q2 | $524K | Sell |
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|
2022
Q1 | $603K | Buy |
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|
2021
Q4 | $599K | Sell |
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|
2021
Q3 | $567K | Buy |
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|
2021
Q2 | $581K | Sell |
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|
2021
Q1 | $606K | Sell |
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|
2020
Q4 | $578K | Sell |
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|
2020
Q3 | $579K | Sell |
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|
2020
Q2 | $813K | Sell |
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|
2020
Q1 | $1.09M | Buy |
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|
2019
Q4 | $1.68M | Buy |
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|
2019
Q3 | $1.58M | Sell |
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|
2019
Q2 | $2.21M | Sell |
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|
2019
Q1 | $2.63M | Buy |
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|
2018
Q4 | $1.37M | Buy |
|