Valmark Advisers’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 | $10.3M | Buy |
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|
2025
Q1 | $9.69M | Buy |
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|
2024
Q4 | $9.1M | Buy |
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|
2024
Q3 | $7.27M | Buy |
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|
2024
Q2 | $4.85M | Sell |
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|
2024
Q1 | $5.17M | Sell |
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|
2023
Q4 | $5.14M | Sell |
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|
2023
Q3 | $4.61M | Buy |
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|
2023
Q2 | $4.7M | Buy |
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|
2023
Q1 | $4.02M | Buy |
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|
2022
Q4 | $3.77M | Buy |
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|
2022
Q3 | $3.09M | Buy |
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|
2022
Q2 | $2.95M | Buy |
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|
2022
Q1 | $2.93M | Buy |
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|
2021
Q4 | $2.9M | Buy |
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|
2021
Q3 | $2.59M | Buy |
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|
2021
Q2 | $2.41M | Buy |
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|
2021
Q1 | $2.24M | Buy |
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|
2020
Q4 | $1.87M | Buy |
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|
2020
Q3 | $1.42M | Buy |
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|
2020
Q2 | $1.35M | Buy |
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|
2020
Q1 | $1.07M | Buy |
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|
2019
Q4 | $1.63M | Sell |
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|
2019
Q3 | $1.63M | Sell |
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|
2019
Q2 | $1.65M | Buy |
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|
2019
Q1 | $1.65M | Buy |
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|
2018
Q4 | $1.36M | Buy |
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|
2018
Q3 | $1.58M | Buy |
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|
2018
Q2 | $1.56M | Buy |
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|
2018
Q1 | $1.35M | Sell |
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|
2017
Q4 | $1.57M | Buy |
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|
2017
Q3 | $1.2M | Buy |
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|
2017
Q2 | $973K | Buy |
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|
2017
Q1 | $817K | Buy |
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|
2016
Q4 | $710K | Buy |
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|
2016
Q3 | $581K | Sell |
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|
2016
Q2 | $627K | Buy |
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|
2016
Q1 | $294K | Buy |
|