United Capital Financial 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 | $402K | Sell |
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|
2025
Q1 | $451K | Sell |
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|
2024
Q4 | $553K | Sell |
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|
2024
Q3 | $581K | Sell |
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|
2024
Q2 | $553K | Sell |
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|
2024
Q1 | $6.07M | Sell |
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|
2023
Q4 | $9.77M | Sell |
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|
2023
Q3 | $32M | Sell |
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|
2023
Q2 | $33M | Buy |
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|
2023
Q1 | $32.4M | Buy |
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|
2022
Q4 | $32.2M | Buy |
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|
2022
Q3 | $28.7M | Buy |
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|
2022
Q2 | $31M | Buy |
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|
2022
Q1 | $35M | Buy |
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|
2021
Q4 | $35.4M | Buy |
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|
2021
Q3 | $32.8M | Buy |
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|
2021
Q2 | $33.4M | Buy |
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|
2021
Q1 | $31.3M | Buy |
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|
2020
Q4 | $26.6M | Buy |
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|
2020
Q3 | $20.8M | Sell |
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|
2020
Q2 | $21.5M | Buy |
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|
2020
Q1 | $18.1M | Buy |
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|
2019
Q4 | $27.5M | Buy |
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|
2019
Q3 | $25.3M | Buy |
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|
2019
Q2 | $24.4M | Buy |
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|
2019
Q1 | $24.5M | Buy |
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|
2018
Q4 | $21.5M | Buy |
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|
2018
Q3 | $25.7M | Buy |
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|
2018
Q2 | $25.6M | Sell |
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|
2018
Q1 | $24M | Sell |
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|
2017
Q4 | $25.6M | Sell |
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|
2017
Q3 | $24.7M | Buy |
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|
2017
Q2 | $23.4M | Buy |
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|
2017
Q1 | $23.3M | Sell |
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|
2016
Q4 | $24.2M | Buy |
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|
2016
Q3 | $21.9M | Buy |
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|
2016
Q2 | $20.7M | Sell |
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|
2016
Q1 | $19.9M | Buy |
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|
2015
Q4 | $18.6M | Buy |
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|
2015
Q3 | $17.9M | Sell |
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|
2015
Q2 | $20.1M | Sell |
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|
2015
Q1 | $20.6M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $2.67M | Sell |
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|
2014
Q2 | $3.45M | Sell |
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|
2014
Q1 | $3.78M | Sell |
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|
2013
Q4 | $4.28M | Sell |
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|
2013
Q3 | $4.34M | Sell |
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|
2013
Q2 | $4.37M | Buy |
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