BDO Wealth Advisors’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
Q2 | $40.2K | Hold |
1,395
| – | – | ﹤0.01% | 473 |
|
|
2023
Q1 | $39.8K | Hold |
1,395
| – | – | ﹤0.01% | 459 |
|
|
2022
Q4 | $39.7K | Hold |
1,395
| – | – | ﹤0.01% | 451 |
|
|
2022
Q3 | $36K | Hold |
1,395
| – | – | ﹤0.01% | 458 |
|
|
2022
Q2 | $39K | Hold |
1,395
| – | – | ﹤0.01% | 443 |
|
|
2022
Q1 | $44K | Hold |
1,395
| – | – | ﹤0.01% | 451 |
|
|
2021
Q4 | $46K | Hold |
1,395
| – | – | ﹤0.01% | 457 |
|
|
2021
Q3 | $43K | Hold |
1,395
| – | – | ﹤0.01% | 467 |
|
|
2021
Q2 | $44K | Sell |
1,395
-420
| -23% | -$13.2K | ﹤0.01% | 478 |
|
|
2021
Q1 | $57K | Buy |
+1,815
| New | +$57K | 0.01% | 434 |
|
|
2019
Q3 | – | Sell |
-977
| Closed | -$26K | – | 625 |
|
|
2019
Q2 | $26K | Buy |
977
+8
| +0.8% | +$213 | 0.01% | 363 |
|
|
2019
Q1 | $27K | Buy |
969
+1
| +0.1% | +$28 | 0.01% | 339 |
|
|
2018
Q4 | $24K | Buy |
968
+10
| +1% | +$248 | 0.01% | 320 |
|
|
2018
Q3 | $28K | Buy |
958
+10
| +1% | +$292 | 0.01% | 348 |
|
|
2018
Q2 | $28K | Buy |
948
+6
| +0.6% | +$177 | 0.01% | 348 |
|
|
2018
Q1 | $26K | Buy |
+942
| New | +$26K | 0.01% | 303 |
|