Rehmann Capital Advisory Group’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 | $552K | Hold |
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|
2025
Q1 | $555K | Hold |
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|
2024
Q4 | $597K | Hold |
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|
2024
Q3 | $599K | Hold |
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|
2024
Q2 | $541K | Hold |
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|
2024
Q1 | $568K | Hold |
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|
2023
Q4 | $559K | Buy |
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|
2023
Q3 | $489K | Hold |
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|
2023
Q2 | $499K | Hold |
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|
2023
Q1 | $495K | Sell |
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|
2022
Q4 | $495K | Buy |
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|
2022
Q3 | $438K | Hold |
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|
2022
Q2 | $480K | Sell |
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|
2022
Q1 | $568K | Hold |
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|
2021
Q4 | $586K | Sell |
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|
2021
Q3 | $555K | Hold |
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|
2021
Q2 | $574K | Hold |
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|
2021
Q1 | $561K | Sell |
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|
2020
Q4 | $512K | Hold |
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|
2020
Q3 | $405K | Sell |
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|
2020
Q2 | $410K | Buy |
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|
2020
Q1 | $331K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $525K | Sell |
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|
2019
Q1 | $545K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $588K | Buy |
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|
2018
Q2 | $565K | Sell |
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|
2018
Q1 | $574K | Buy |
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|
2017
Q4 | $609K | Buy |
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|
2017
Q3 | $574K | Buy |
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|
2017
Q2 | $310K | Sell |
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|
2017
Q1 | $556K | Buy |
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|
2016
Q4 | $508K | Buy |
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|
2016
Q3 | $453K | Hold |
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|
2016
Q2 | $432K | Buy |
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|
2016
Q1 | $413K | Hold |
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|
2015
Q4 | $390K | Buy |
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|
2015
Q3 | $347K | Hold |
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|
2015
Q2 | $387K | Hold |
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|
2015
Q1 | $396K | Hold |
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|
2014
Q4 | $390K | Hold |
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|
2014
Q3 | $357K | Hold |
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|
2014
Q2 | $385K | Hold |
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|
2014
Q1 | $375K | Hold |
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|
2013
Q4 | $373K | Hold |
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|
2013
Q3 | $344K | Hold |
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|
2013
Q2 | $321K | Buy |
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