Private Ocean’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $50.6K | Hold |
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|
2024
Q1 | $53.1K | Hold |
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|
2023
Q4 | $52.3K | Hold |
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|
2023
Q3 | $45.9K | Hold |
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|
2023
Q2 | $46.8K | Hold |
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|
2023
Q1 | $46.4K | Hold |
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|
2022
Q4 | $46.2K | Hold |
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|
2022
Q3 | $41K | Hold |
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|
2022
Q2 | $45K | Hold |
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|
2022
Q1 | $52K | Hold |
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|
2021
Q4 | $53K | Hold |
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|
2021
Q3 | $50K | Hold |
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|
2021
Q2 | $52K | Hold |
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|
2021
Q1 | $51K | Hold |
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|
2020
Q4 | $43K | Hold |
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|
2020
Q3 | $34K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $95K | Buy |
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|
2019
Q4 | $130K | Hold |
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|
2019
Q3 | $124K | Hold |
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|
2019
Q2 | $122K | Hold |
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|
2019
Q1 | $125K | Buy |
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