Bartlett & Co’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
Q4 | $1K | Hold |
44
| – | – | ﹤0.01% | 1176 |
|
|
2023
Q3 | $1K | Hold |
44
| – | – | ﹤0.01% | 1095 |
|
|
2023
Q2 | $1K | Hold |
44
| – | – | ﹤0.01% | 1091 |
|
|
2023
Q1 | $1K | Hold |
44
| – | – | ﹤0.01% | 1006 |
|
|
2022
Q4 | $1K | Hold |
44
| – | – | ﹤0.01% | 1040 |
|
|
2022
Q3 | $1K | Hold |
44
| – | – | ﹤0.01% | 1096 |
|
|
2022
Q2 | $1K | Hold |
44
| – | – | ﹤0.01% | 1222 |
|
|
2022
Q1 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 1015 |
|
|
2013
Q4 | – | Sell |
-261
| Closed | -$5K | – | 704 |
|
|
2013
Q3 | $5K | Buy |
+261
| New | +$5K | ﹤0.01% | 643 |
|