Ameritas Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-611
| Closed | -$12K | – | 3076 |
|
|
2020
Q3 | $12K | Hold |
611
| – | – | ﹤0.01% | 2627 |
|
|
2020
Q2 | $12K | Hold |
611
| – | – | ﹤0.01% | 2621 |
|
|
2020
Q1 | $11K | Buy |
+611
| New | +$11K | ﹤0.01% | 2488 |
|
|
2019
Q2 | – | Sell |
-135
| Closed | -$3K | – | 3061 |
|
|
2019
Q1 | $3K | Hold |
135
| – | – | ﹤0.01% | 2911 |
|
|
2018
Q4 | $3K | Buy |
135
+2
| +2% | +$44 | ﹤0.01% | 2905 |
|
|
2018
Q3 | $3K | Buy |
133
+1
| +0.8% | +$23 | ﹤0.01% | 2986 |
|
|
2018
Q2 | $3K | Buy |
132
+1
| +0.8% | +$23 | ﹤0.01% | 2967 |
|
|
2018
Q1 | $3K | Hold |
131
| – | – | ﹤0.01% | 2900 |
|
|
2017
Q4 | $38K | Buy |
131
+2
| +2% | +$580 | ﹤0.01% | 2069 |
|
|
2017
Q3 | $3K | Hold |
129
| – | – | ﹤0.01% | 2950 |
|
|
2017
Q2 | $3K | Hold |
129
| – | – | ﹤0.01% | 2960 |
|
|
2017
Q1 | $3K | Buy |
129
+3
| +2% | +$70 | ﹤0.01% | 2895 |
|
|
2016
Q4 | $3K | Buy |
+126
| New | +$3K | ﹤0.01% | 1237 |
|