Adams Chetwood Wealth Management’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
Q1 | $404K | Buy |
12,675
+10
| +0.1% | +$319 | 0.23% | 60 |
|
|
2021
Q4 | $416K | Hold |
12,665
| – | – | 0.28% | 58 |
|
|
2021
Q3 | $390K | Buy |
12,665
+1
| +0% | +$31 | 0.28% | 59 |
|
|
2021
Q2 | $404K | Buy |
12,664
+1,814
| +17% | +$57.9K | 0.29% | 61 |
|
|
2021
Q1 | $338K | Hold |
10,850
| – | – | 0.26% | 64 |
|
|
2020
Q4 | $289K | Buy |
10,850
+1
| +0% | +$27 | 0.24% | 66 |
|
|
2020
Q3 | $229K | Hold |
10,849
| – | – | 0.22% | 67 |
|
|
2020
Q2 | $230K | Hold |
10,849
| – | – | 0.23% | 66 |
|
|
2020
Q1 | $217K | Buy |
10,849
+1
| +0% | +$20 | 0.25% | 65 |
|
|
2019
Q4 | $311K | Buy |
+10,848
| New | +$311K | 0.32% | 54 |
|