Vaughan & Co 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
Q3 | $2.63M | Hold |
|
|||||
|
2025
Q2 | $2.48M | Sell |
|
|||||
|
2025
Q1 | $2.54M | Hold |
|
|||||
|
2024
Q4 | $2.73M | Sell |
|
|||||
|
2024
Q3 | $2.81M | Hold |
|
|||||
|
2024
Q2 | $2.54M | Sell |
|
|||||
|
2024
Q1 | $2.82M | Sell |
|
|||||
|
2023
Q4 | $2.87M | Sell |
|
|||||
|
2023
Q3 | $2.74M | Sell |
|
|||||
|
2023
Q2 | $2.99M | Sell |
|
|||||
|
2023
Q1 | $3.42M | Sell |
|
|||||
|
2022
Q4 | $3.5M | Sell |
|
|||||
|
2022
Q3 | $6.85M | Sell |
|
|||||
|
2022
Q2 | $14M | Sell |
|
|||||
|
2022
Q1 | $16.1M | Sell |
|
|||||
|
2021
Q4 | $17.2M | Buy |
|
|||||
|
2021
Q3 | $16.1M | Sell |
|
|||||
|
2021
Q2 | $17.6M | Sell |
|
|||||
|
2021
Q1 | $18.3M | Buy |
|
|||||
|
2020
Q4 | $15.1M | Buy |
|
|||||
|
2020
Q3 | $11.6M | Buy |
|
|||||
|
2020
Q2 | $11.3M | Buy |
|
|||||
|
2020
Q1 | $9.11M | Sell |
|
|||||
|
2019
Q4 | $15.1M | Buy |
|