Avior Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-738
| Closed | -$24.1K | – | 2646 |
|
|
2024
Q1 | $24.1K | Buy |
738
+3
| +0.4% | +$98 | ﹤0.01% | 1520 |
|
|
2023
Q4 | $23.6K | Sell |
735
-1,425
| -66% | -$45.8K | ﹤0.01% | 858 |
|
|
2023
Q3 | $60.9K | Buy |
2,160
+6
| +0.3% | +$169 | ﹤0.01% | 726 |
|
|
2023
Q2 | $62K | Sell |
2,154
-2,031
| -49% | -$58.5K | ﹤0.01% | 716 |
|
|
2023
Q1 | $120K | Buy |
+4,185
| New | +$120K | 0.01% | 607 |
|