Pinnacle Associates’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 | $440K | Sell |
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|
2025
Q1 | $450K | Sell |
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|
2024
Q4 | $517K | Sell |
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|
2024
Q3 | $625K | Buy |
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|
2024
Q2 | $479K | Sell |
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|
2024
Q1 | $558K | Sell |
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|
2023
Q4 | $625K | Sell |
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|
2023
Q3 | $620K | Sell |
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|
2023
Q2 | $653K | Sell |
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|
2023
Q1 | $768K | Sell |
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|
2022
Q4 | $847K | Sell |
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|
2022
Q3 | $822K | Sell |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.36M | Sell |
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|
2021
Q4 | $1.47M | Sell |
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|
2021
Q3 | $1.51M | Sell |
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|
2021
Q2 | $1.63M | Sell |
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|
2021
Q1 | $1.64M | Sell |
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|
2020
Q4 | $1.4M | Sell |
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|
2020
Q3 | $1.22M | Sell |
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|
2020
Q2 | $1.56M | Buy |
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|
2020
Q1 | $1.29M | Buy |
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|
2019
Q4 | $1.22M | Buy |
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|
2019
Q3 | $1.05M | Buy |
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|
2019
Q2 | $986K | Buy |
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|
2019
Q1 | $919K | Buy |
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|
2018
Q4 | $569K | Sell |
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|
2018
Q3 | $1M | Buy |
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|
2018
Q2 | $915K | Buy |
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|
2018
Q1 | $729K | Buy |
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|
2017
Q4 | $745K | Buy |
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|
2017
Q3 | $697K | Buy |
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|
2017
Q2 | $633K | Buy |
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|
2017
Q1 | $408K | Buy |
|