Northwestern Mutual Wealth Management’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 | $1.86M | Sell |
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|
2025
Q1 | $1.91M | Buy |
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|
2024
Q4 | $1.9M | Buy |
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|
2024
Q3 | $1.85M | Buy |
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|
2024
Q2 | $1.62M | Sell |
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|
2024
Q1 | $1.75M | Sell |
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|
2023
Q4 | $1.78M | Buy |
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|
2023
Q3 | $1.44M | Buy |
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|
2023
Q2 | $1.28M | Sell |
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|
2023
Q1 | $1.37M | Sell |
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|
2022
Q4 | $1.48M | Sell |
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|
2022
Q3 | $1.38M | Sell |
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|
2022
Q2 | $5.53M | Buy |
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|
2022
Q1 | $3.76M | Buy |
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|
2021
Q4 | $1.35M | Sell |
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|
2021
Q3 | $1.31M | Buy |
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|
2021
Q2 | $1.17M | Buy |
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|
2021
Q1 | $778K | Buy |
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|
2020
Q4 | $639K | Sell |
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|
2020
Q3 | $556K | Buy |
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|
2020
Q2 | $532K | Sell |
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|
2020
Q1 | $460K | Sell |
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|
2019
Q4 | $1.23M | Buy |
|
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|
2019
Q3 | $1.13M | Buy |
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|
2019
Q2 | $548K | Buy |
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|
2019
Q1 | $311K | Buy |
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|
2018
Q4 | $95K | Buy |
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|
2018
Q3 | $22K | Hold |
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|
2018
Q2 | $22K | Sell |
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|
2018
Q1 | $197K | Buy |
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|
2017
Q4 | $100K | Sell |
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|
2017
Q3 | $197K | Buy |
|
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|
2017
Q2 | $187K | Sell |
|
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|
2017
Q1 | $188K | Sell |
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|
2016
Q4 | $272K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $84K | Buy |
|
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|
2016
Q1 | $17K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $16K | Buy |
|