Old North State Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2K | Sell |
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|
2022
Q3 | $4K | Buy |
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|
2022
Q1 | – | Sell |
|
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|
2021
Q4 | $15K | Hold |
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|
2021
Q3 | $14K | Sell |
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|
2021
Q2 | $18K | Sell |
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|
2021
Q1 | $28K | Hold |
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|
2020
Q4 | $24K | Sell |
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|
2020
Q3 | $47K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $69K | Hold |
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|
2019
Q4 | $110K | Sell |
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|
2019
Q3 | $108K | Sell |
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|
2019
Q2 | $111K | Sell |
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|
2019
Q1 | $133K | Sell |
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|
2018
Q4 | $581K | Sell |
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|
2018
Q3 | $719K | Buy |
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