Wambolt & Associates’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
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $226K | Sell |
|
|||||
|
2024
Q3 | $308K | Sell |
|
|||||
|
2024
Q2 | $320K | Sell |
|
|||||
|
2024
Q1 | $445K | Sell |
|
|||||
|
2023
Q4 | $794K | Sell |
|
|||||
|
2023
Q3 | $908K | Buy |
|
|||||
|
2023
Q2 | $922K | Buy |
|
|||||
|
2023
Q1 | $882K | Sell |
|
|||||
|
2022
Q4 | $881K | Buy |
|
|||||
|
2022
Q3 | $797K | Sell |
|
|||||
|
2022
Q2 | $877K | Buy |
|
|||||
|
2022
Q1 | $993K | Buy |
|
|||||
|
2021
Q4 | $1M | Buy |
|
|||||
|
2021
Q3 | $936K | Buy |
|
|||||
|
2021
Q2 | $859K | Buy |
|
|||||
|
2021
Q1 | $593K | Buy |
|
|||||
|
2020
Q4 | $289K | Buy |
|