WealthShield Partners’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 | $958K | Buy |
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|
2025
Q2 | $891K | Sell |
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|
2025
Q1 | $933K | Buy |
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|
2024
Q4 | $948K | Buy |
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|
2024
Q3 | $951K | Buy |
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|
2024
Q2 | $669K | Buy |
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|
2024
Q1 | $686K | Sell |
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|
2023
Q4 | $741K | Buy |
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|
2023
Q3 | $645K | Sell |
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|
2023
Q2 | $684K | Buy |
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|
2023
Q1 | $571K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $573K | Buy |
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|
2022
Q2 | $610K | Buy |
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|
2022
Q1 | $677K | Sell |
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|
2021
Q4 | $1.32M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $56K | Buy |
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|
2021
Q1 | $3K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $47K | Hold |
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|
2019
Q3 | $45K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $36K | Hold |
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|
2018
Q4 | $32K | Hold |
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|
2018
Q3 | $38K | Hold |
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|
2018
Q2 | $38K | Hold |
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|
2018
Q1 | $35K | Sell |
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|
2017
Q4 | $54K | Buy |
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