Private Trust Company’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 | – | Sell |
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|
2025
Q2 | $41.2K | Sell |
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|
2025
Q1 | $69K | Hold |
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|
2024
Q4 | $74.2K | Hold |
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|
2024
Q3 | $74.5K | Hold |
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|
2024
Q2 | $67.3K | Hold |
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|
2024
Q1 | $70.6K | Sell |
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|
2023
Q4 | $77.9K | Sell |
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|
2023
Q3 | $76.7K | Hold |
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|
2023
Q2 | $78.3K | Sell |
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|
2023
Q1 | $87.8K | Sell |
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|
2022
Q4 | $121K | Hold |
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|
2022
Q3 | $110K | Sell |
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|
2022
Q2 | $199K | Buy |
|