Alera Investment Advisors’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
2019
Q2
Sell
-2,748
Closed -$76K 311
2019
Q1
$76K Sell
2,748
-420
-13% -$11.6K 0.04% 123
2018
Q4
$78K Buy
+3,168
New +$78K 0.05% 134