ACG Wealth’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-166
| Closed | -$5K | – | 402 |
|
|
2022
Q2 | $5K | Buy |
+166
| New | +$5K | ﹤0.01% | 760 |
|
|
2020
Q2 | – | Sell |
-10,984
| Closed | -$198K | – | 276 |
|
|
2020
Q1 | $198K | Buy |
10,984
+314
| +3% | +$5.66K | 0.04% | 273 |
|
|
2019
Q4 | $306K | Buy |
+10,670
| New | +$306K | 0.05% | 254 |
|