Aviance Capital Management’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
Q1 | – | Sell |
-177
| Closed | -$4K | – | 241 |
|
|
2018
Q4 | $4K | Hold |
177
| – | – | ﹤0.01% | 209 |
|
|
2018
Q3 | $5K | Buy |
+177
| New | +$5K | ﹤0.01% | 192 |
|
|
2018
Q2 | – | Sell |
-177
| Closed | -$5K | – | 219 |
|
|
2018
Q1 | $5K | Hold |
177
| – | – | ﹤0.01% | 243 |
|
|
2017
Q4 | $5K | Hold |
177
| – | – | ﹤0.01% | 250 |
|
|
2017
Q3 | $5K | Hold |
177
| – | – | ﹤0.01% | 271 |
|
|
2017
Q2 | $5K | Buy |
+177
| New | +$5K | ﹤0.01% | 282 |
|
|
2014
Q2 | – | Sell |
-21,048
| Closed | -$479K | – | 295 |
|
|
2014
Q1 | $479K | Buy |
21,048
+14,637
| +228% | +$333K | 0.02% | 209 |
|
|
2013
Q4 | $145K | Sell |
6,411
-834
| -12% | -$18.9K | 0.08% | 159 |
|
|
2013
Q3 | $151K | Buy |
+7,245
| New | +$151K | 0.09% | 148 |
|