Apexium Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,412
| Closed | -$211K | – | 213 |
|
|
2022
Q4 | $211K | Sell |
7,412
-2,082
| -22% | -$59.2K | 0.02% | 195 |
|
|
2022
Q3 | $244K | Buy |
+9,494
| New | +$244K | 0.03% | 175 |
|
|
2020
Q2 | – | Sell |
-31,888
| Closed | -$575K | – | 75 |
|
|
2020
Q1 | $575K | Buy |
31,888
+9,711
| +44% | +$175K | 0.76% | 29 |
|
|
2019
Q4 | $636K | Buy |
+22,177
| New | +$636K | 0.82% | 28 |
|