Sunbelt Securities’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 | $775K | Buy |
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|
2025
Q1 | $641K | Sell |
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|
2024
Q4 | $771K | Hold |
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|
2024
Q3 | $778K | Sell |
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|
2024
Q2 | $720K | Sell |
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|
2024
Q1 | $767K | Sell |
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|
2023
Q4 | $777K | Hold |
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|
2023
Q3 | $681K | Sell |
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|
2023
Q2 | $724K | Buy |
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|
2023
Q1 | $706K | Buy |
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|
2022
Q4 | $686K | Buy |
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|
2022
Q3 | $621K | Buy |
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|
2022
Q2 | $681K | Sell |
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|
2022
Q1 | $810K | Sell |
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|
2021
Q4 | $1.39M | Sell |
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|
2021
Q3 | $1.5M | Hold |
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|
2021
Q2 | $1.5M | Sell |
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|
2021
Q1 | $1.58M | Hold |
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|
2020
Q4 | $1.35M | Sell |
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|
2020
Q3 | $1.48M | Hold |
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|
2020
Q2 | $1.49M | Sell |
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|
2020
Q1 | $1.28M | Sell |
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|
2019
Q4 | $2.61M | Sell |
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|
2019
Q3 | $2.67M | Buy |
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|
2019
Q2 | $2.03M | Sell |
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|
2019
Q1 | $2.13M | Hold |
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|
2018
Q4 | $1.9M | Sell |
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|
2018
Q3 | $2.32M | Buy |
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|
2018
Q2 | $2.05M | Buy |
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