OneDigital Investment Advisors’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
Q1 | – | Sell |
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|
2024
Q4 | $348K | Sell |
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|
2024
Q3 | $408K | Sell |
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|
2024
Q2 | $369K | Sell |
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|
2024
Q1 | $427K | Sell |
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|
2023
Q4 | $800K | Buy |
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|
2023
Q3 | $356K | Buy |
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|
2023
Q2 | $325K | Sell |
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|
2023
Q1 | $324K | Sell |
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|
2022
Q4 | $329K | Buy |
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|
2022
Q3 | $251K | Buy |
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|
2022
Q2 | $274K | Buy |
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|
2022
Q1 | $302K | Sell |
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|
2021
Q4 | $315K | Sell |
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|
2021
Q3 | $389K | Sell |
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|
2021
Q2 | $403K | Buy |
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|
2021
Q1 | $386K | Sell |
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|
2020
Q4 | $371K | Sell |
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|
2020
Q3 | $392K | Buy |
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|
2020
Q2 | $387K | Buy |
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|
2020
Q1 | $190K | Buy |
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|
2019
Q4 | $213K | Buy |
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