PSI Advisors’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 |
|
|||||
|
2025
Q1 | $24K | Sell |
|
|||||
|
2024
Q4 | $37.1K | Buy |
|
|||||
|
2024
Q3 | $37.2K | Buy |
|
|||||
|
2024
Q2 | $33.5K | Buy |
|
|||||
|
2024
Q1 | $35K | Sell |
|
|||||
|
2023
Q4 | $42.5K | Sell |
|
|||||
|
2023
Q3 | $40.7K | Buy |
|
|||||
|
2023
Q2 | $41.5K | Sell |
|
|||||
|
2023
Q1 | $59.1K | Buy |
|
|||||
|
2022
Q4 | $57.5K | Buy |
|
|||||
|
2022
Q3 | $51K | Sell |
|
|||||
|
2022
Q2 | $79K | Sell |
|
|||||
|
2022
Q1 | $90K | Buy |
|
|||||
|
2021
Q4 | $77K | Sell |
|
|||||
|
2021
Q3 | $79K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $68K | Buy |
|