Truist Financial’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
Q3 | $2.8M | Sell |
|
|||||
|
2025
Q2 | $4.59M | Sell |
|
|||||
|
2025
Q1 | $9.52M | Buy |
|
|||||
|
2024
Q4 | $9.9M | Sell |
|
|||||
|
2024
Q3 | $10M | Buy |
|
|||||
|
2024
Q2 | $8.72M | Buy |
|
|||||
|
2024
Q1 | $8.71M | Buy |
|
|||||
|
2023
Q4 | $8.01M | Buy |
|
|||||
|
2023
Q3 | $6.7M | Buy |
|
|||||
|
2023
Q2 | $6.76M | Buy |
|
|||||
|
2023
Q1 | $5.86M | Buy |
|
|||||
|
2022
Q4 | $3.55M | Buy |
|
|||||
|
2022
Q3 | $278K | Sell |
|
|||||
|
2022
Q2 | $395K | Buy |
|
|||||
|
2022
Q1 | $376K | Buy |
|
|||||
|
2021
Q4 | $288K | Sell |
|
|||||
|
2021
Q3 | $281K | Sell |
|
|||||
|
2021
Q2 | $316K | Sell |
|
|||||
|
2021
Q1 | $332K | Sell |
|
|||||
|
2020
Q4 | $290K | Sell |
|
|||||
|
2020
Q3 | $374K | Buy |
|
|||||
|
2020
Q2 | $280K | Sell |
|
|||||
|
2020
Q1 | $903K | Buy |
|
|||||
|
2019
Q4 | $1.37M | Buy |
|
|||||
|
2014
Q2 | – | Sell |
|
|||||
|
2014
Q1 | $222K | Buy |
|