Platform Technology Partners’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
Q3 | $1.34M | Hold |
|
|||||
|
2025
Q2 | $1.26M | Hold |
|
|||||
|
2025
Q1 | $1.27M | Hold |
|
|||||
|
2024
Q4 | $1.37M | Hold |
|
|||||
|
2024
Q3 | $1.37M | Hold |
|
|||||
|
2024
Q2 | $1.24M | Buy |
|
|||||
|
2023
Q4 | $1.26M | Hold |
|
|||||
|
2023
Q3 | $1.12M | Hold |
|
|||||
|
2023
Q2 | $1.16M | Hold |
|
|||||
|
2023
Q1 | $1.14M | Hold |
|
|||||
|
2022
Q4 | $1.13M | Hold |
|
|||||
|
2022
Q3 | $1.02M | Hold |
|
|||||
|
2022
Q2 | $1.12M | Hold |
|
|||||
|
2022
Q1 | $1.27M | Sell |
|
|||||
|
2021
Q4 | $1.34M | Hold |
|
|||||
|
2021
Q3 | $1.26M | Hold |
|
|||||
|
2021
Q2 | $1.3M | Buy |
|
|||||
|
2020
Q4 | $1.08M | Hold |
|
|||||
|
2020
Q3 | $860K | Hold |
|
|||||
|
2020
Q2 | $864K | Buy |
|
|||||
|
2020
Q1 | $395K | Buy |
|