Steward Partners Investment Advisory’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 | $2.74M | Buy |
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|
2025
Q1 | $2.04M | Buy |
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|
2024
Q4 | $1.76M | Buy |
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|
2024
Q3 | $1.6M | Buy |
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|
2024
Q2 | $1.11M | Buy |
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|
2024
Q1 | $1.13M | Buy |
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|
2023
Q4 | $739K | Buy |
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|
2023
Q3 | $627K | Sell |
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|
2023
Q2 | $664K | Hold |
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|
2023
Q1 | $658K | Sell |
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|
2022
Q4 | $657K | Buy |
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|
2022
Q3 | $552K | Hold |
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|
2022
Q2 | $605K | Sell |
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|
2022
Q1 | $713K | Buy |
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|
2021
Q4 | $717K | Buy |
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|
2021
Q3 | $548K | Buy |
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|
2021
Q2 | $548K | Sell |
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|
2021
Q1 | $2.41M | Buy |
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|
2020
Q4 | $460K | Buy |
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|
2020
Q3 | $352K | Sell |
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|
2020
Q2 | $385K | Sell |
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|
2020
Q1 | $370K | Sell |
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|
2019
Q4 | $2.5M | Buy |
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|
2019
Q3 | $2.38M | Buy |
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|
2019
Q2 | $1.88M | Buy |
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|
2019
Q1 | $1.77M | Buy |
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|
2018
Q4 | $214K | Sell |
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|
2018
Q3 | $326K | Sell |
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|
2018
Q2 | $338K | Buy |
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|
2018
Q1 | $84K | Buy |
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|
2017
Q4 | $89K | Buy |
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|
2017
Q3 | $86K | Buy |
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|
2017
Q2 | $82K | Buy |
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|
2017
Q1 | $82K | Buy |
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