APP
Avantax Planning Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-8,435
| Closed | -$269K | – | 342 |
|
|
2021
Q2 | $269K | Hold |
8,435
| – | – | 0.01% | 271 |
|
|
2021
Q1 | $263K | Buy |
+8,435
| New | +$263K | 0.01% | 257 |
|
|
2018
Q4 | – | Sell |
-5,102
| Closed | -$152K | – | 490 |
|
|
2018
Q3 | $152K | Buy |
+5,102
| New | +$152K | 0.01% | 272 |
|
|
2018
Q2 | – | Sell |
-5,835
| Closed | -$160K | – | 518 |
|
|
2018
Q1 | $160K | Sell |
5,835
-14,938
| -72% | -$410K | 0.01% | 330 |
|
|
2017
Q4 | $603K | Buy |
20,773
+14,267
| +219% | +$414K | 0.06% | 148 |
|
|
2017
Q3 | $547K | Buy |
6,506
+166
| +3% | +$14K | 0.04% | 196 |
|
|
2017
Q2 | $510K | Buy |
6,340
+688
| +12% | +$55.3K | 0.04% | 187 |
|
|
2017
Q1 | $456K | Buy |
5,652
+8
| +0.1% | +$645 | 0.04% | 193 |
|
|
2016
Q4 | $467K | Buy |
+5,644
| New | +$467K | 0.05% | 171 |
|