Private Vista’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
2020
Q2
$431K Sell
2020
Q1
$1.45M Sell
2019
Q4
$2.87M Sell
2019
Q3
$3.26M Sell
2019
Q2
$3.34M Sell
2019
Q1
$3.46M Sell
2018
Q4
$3.98M Sell
2018
Q3
$5M Sell
2018
Q2
$5.75M Sell
2018
Q1
$6.4M Sell
2017
Q4
$7.82M Sell
2017
Q3
$9.28M Sell
2017
Q2
$10.4M Sell
2017
Q1
$13.4M Sell
2016
Q4
$18.2M Sell
2016
Q3
$19.5M Buy
2016
Q2
$20M Buy
2016
Q1
$18.7M Buy
2015
Q4
$13.3M Buy