Orion Portfolio Solutions’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 | $1.13M | Sell |
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|
2024
Q4 | $1.42M | Sell |
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|
2024
Q3 | $1.48M | Sell |
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|
2024
Q2 | $1.49M | Sell |
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|
2024
Q1 | $2.69M | Sell |
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|
2023
Q4 | $2.76M | Sell |
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|
2023
Q3 | $2.83M | Sell |
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|
2023
Q2 | $5.41M | Buy |
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|
2023
Q1 | $2.88M | Buy |
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|
2022
Q4 | $431K | Buy |
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|
2022
Q3 | $223K | Hold |
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|
2022
Q2 | $245K | Buy |
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|
2022
Q1 | $245K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $216K | Sell |
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|
2021
Q1 | $235K | Sell |
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|
2020
Q4 | $318K | Sell |
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|
2020
Q3 | $262K | Buy |
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|
2020
Q2 | $195K | Buy |
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|
2020
Q1 | $110K | Sell |
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|
2019
Q4 | $199K | Buy |
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