Advisors Preferred’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-151,458
| Closed | -$3.8M | – | 206 |
|
|
2016
Q3 | $3.8M | Buy |
151,458
+95,679
| +172% | +$2.4M | 1.77% | 13 |
|
|
2016
Q2 | $1.33M | Buy |
+55,779
| New | +$1.33M | 0.77% | 38 |
|
|
2014
Q2 | – | Sell |
-37,257
| Closed | -$848K | – | 341 |
|
|
2014
Q1 | $848K | Sell |
37,257
-202,203
| -84% | -$4.6M | 0.39% | 74 |
|
|
2013
Q4 | $5.41M | Buy |
+239,460
| New | +$5.41M | 2.99% | 7 |
|