StrategIQ Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $483K | Hold |
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|
2023
Q3 | $423K | Sell |
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|
2023
Q2 | $438K | Hold |
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|
2023
Q1 | $434K | Buy |
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|
2022
Q4 | $319K | Sell |
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|
2022
Q3 | $348K | Hold |
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|
2022
Q2 | $381K | Hold |
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|
2022
Q1 | $430K | Hold |
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|
2021
Q4 | $444K | Buy |
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|
2021
Q3 | $416K | Buy |
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|
2021
Q2 | $430K | Buy |
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|
2021
Q1 | $420K | Sell |
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|
2020
Q4 | $378K | Sell |
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|
2020
Q3 | $316K | Sell |
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|
2020
Q2 | $496K | Sell |
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|
2020
Q1 | $507K | Buy |
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|
2019
Q4 | $807K | Sell |
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|
2019
Q3 | $814K | Sell |
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|
2019
Q2 | $821K | Sell |
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|
2019
Q1 | $865K | Sell |
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|
2018
Q4 | $790K | Sell |
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|
2018
Q3 | $1.06M | Sell |
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|
2018
Q2 | $1.08M | Buy |
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|
2018
Q1 | $983K | Sell |
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|
2017
Q4 | $1.3M | Sell |
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|
2017
Q3 | $1.36M | Sell |
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|
2017
Q2 | $1.47M | Buy |
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|
2017
Q1 | $1.34M | Buy |
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|
2016
Q4 | $1.09M | Sell |
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|
2016
Q3 | $1.03M | Buy |
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|
2016
Q2 | $982K | Buy |
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