Parsec Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.66M | Sell |
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|
2022
Q4 | $1.66M | Buy |
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|
2022
Q3 | $1.48M | Sell |
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|
2022
Q2 | $1.69M | Sell |
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|
2022
Q1 | $1.98M | Sell |
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|
2021
Q4 | $2.08M | Hold |
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|
2021
Q3 | $2.13M | Sell |
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|
2021
Q2 | $3.41M | Sell |
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|
2021
Q1 | $3.68M | Sell |
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|
2020
Q4 | $3.83M | Sell |
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|
2020
Q3 | $3.45M | Sell |
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|
2020
Q2 | $4.11M | Sell |
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|
2020
Q1 | $7.04M | Sell |
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|
2019
Q4 | $16.6M | Sell |
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|
2019
Q3 | $18.2M | Sell |
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|
2019
Q2 | $18.7M | Sell |
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|
2019
Q1 | $19.3M | Buy |
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|
2018
Q4 | $16.8M | Sell |
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|
2018
Q3 | $20.5M | Buy |
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|
2018
Q2 | $20M | Buy |
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|
2018
Q1 | $18.1M | Buy |
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|
2017
Q4 | $18.3M | Buy |
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|
2017
Q3 | $17.2M | Buy |
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|
2017
Q2 | $16.2M | Buy |
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|
2017
Q1 | $15.6M | Buy |
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|
2016
Q4 | $14.4M | Buy |
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|
2016
Q3 | $12.7M | Buy |
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|
2016
Q2 | $11.8M | Buy |
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|
2016
Q1 | $11M | Buy |
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|
2015
Q4 | $10.1M | Buy |
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|
2015
Q3 | $9.14M | Buy |
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|
2015
Q2 | $9.29M | Buy |
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|
2015
Q1 | $8.38M | Buy |
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|
2014
Q4 | $4.5M | Sell |
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|
2014
Q3 | $4.19M | Sell |
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|
2014
Q2 | $4.64M | Sell |
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|
2014
Q1 | $4.76M | Sell |
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|
2013
Q4 | $5.09M | Sell |
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|
2013
Q3 | $4.83M | Sell |
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|
2013
Q2 | $4.69M | Buy |
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