Advocacy Wealth Management Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-3,585
| Closed | -$96K | – | 226 |
|
|
2017
Q3 | $96K | Buy |
+3,585
| New | +$96K | 0.04% | 41 |
|
|
2017
Q2 | – | Sell |
-3,585
| Closed | -$96K | – | 282 |
|
|
2017
Q1 | $96K | Hold |
3,585
| – | – | 0.03% | 51 |
|
|
2016
Q4 | $99K | Hold |
3,585
| – | – | 0.03% | 47 |
|
|
2016
Q3 | $90K | Hold |
3,585
| – | – | 0.03% | 76 |
|
|
2016
Q2 | $86K | Sell |
3,585
-90
| -2% | -$2.16K | 0.04% | 104 |
|
|
2016
Q1 | $84K | Buy |
3,675
+1,758
| +92% | +$40.2K | 0.06% | 139 |
|
|
2015
Q4 | $41K | Buy |
+1,917
| New | +$41K | 0.05% | 182 |
|