Signature Estate & Investment 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 | $3.16M | Buy |
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|
2025
Q1 | $3.09M | Buy |
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|
2024
Q4 | $3.19M | Buy |
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|
2024
Q3 | $2.98M | Sell |
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|
2024
Q2 | $4.76M | Sell |
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|
2024
Q1 | $5.75M | Buy |
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|
2023
Q4 | $5.23M | Sell |
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|
2023
Q3 | $4.66M | Buy |
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|
2023
Q2 | $4.57M | Buy |
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|
2023
Q1 | $4.09M | Sell |
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|
2022
Q4 | $4.13M | Buy |
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|
2022
Q3 | $3.72M | Sell |
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|
2022
Q2 | $4.11M | Buy |
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|
2022
Q1 | $4.59M | Buy |
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|
2021
Q4 | $4.69M | Sell |
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|
2021
Q3 | $4.41M | Buy |
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|
2021
Q2 | $4.39M | Buy |
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|
2021
Q1 | $4.23M | Sell |
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|
2020
Q4 | $4.03M | Sell |
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|
2020
Q3 | $3.47M | Sell |
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|
2020
Q2 | $3.63M | Sell |
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|
2020
Q1 | $3.09M | Buy |
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|
2019
Q4 | $4.85M | Buy |
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|
2019
Q3 | $4.57M | Buy |
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|
2019
Q2 | $4.39M | Buy |
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|
2019
Q1 | $4.24M | Buy |
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|
2018
Q4 | $3.63M | Buy |
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|
2018
Q3 | $4.29M | Sell |
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|
2018
Q2 | $4.38M | Sell |
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|
2018
Q1 | $4.06M | Sell |
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|
2017
Q4 | $4.33M | Sell |
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|
2017
Q3 | $4.28M | Buy |
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|
2017
Q2 | $4.02M | Sell |
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|
2017
Q1 | $4.07M | Buy |
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|
2016
Q4 | $4.01M | Sell |
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|
2016
Q3 | $3.93M | Buy |
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|
2016
Q2 | $2.45M | Buy |
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|
2016
Q1 | $1.84M | Buy |
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|
2015
Q4 | $1.54M | Buy |
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|
2015
Q3 | $1.38M | Buy |
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|
2015
Q2 | $1.39M | Buy |
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|
2015
Q1 | $1.18M | Buy |
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|
2014
Q4 | $1.14M | Buy |
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|
2014
Q3 | $993K | Buy |
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|
2014
Q2 | $970K | Buy |
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|
2014
Q1 | $823K | Buy |
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|
2013
Q4 | $752K | Buy |
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|
2013
Q3 | $570K | Buy |
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|
2013
Q2 | $420K | Buy |
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