Principle Wealth 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
Q2 | – | Sell |
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|
2025
Q1 | $506K | Hold |
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|
2024
Q4 | $543K | Sell |
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|
2024
Q3 | $592K | Sell |
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|
2024
Q2 | $537K | Sell |
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|
2024
Q1 | $629K | Hold |
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|
2023
Q4 | $619K | Sell |
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|
2023
Q3 | $549K | Hold |
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|
2023
Q2 | $560K | Buy |
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|
2023
Q1 | $546K | Hold |
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|
2022
Q4 | $543K | Hold |
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|
2022
Q3 | $492 | Hold |
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|
2022
Q2 | $539K | Sell |
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|
2022
Q1 | $658K | Sell |
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|
2021
Q4 | $806K | Buy |
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|
2021
Q3 | $680K | Buy |
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|
2021
Q2 | $703K | Buy |
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|
2021
Q1 | $686K | Buy |
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|
2020
Q4 | $522K | Buy |
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