Bell Investment 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
2022
Q4
Sell
-935
Closed -$24K 1949
2022
Q3
$24K Buy
935
+8
+0.9% +$205 0.01% 232
2022
Q2
$26K Buy
+927
New +$26K 0.01% 222
2021
Q4
$30K Buy
918
+10
+1% +$327 0.01% 227
2021
Q3
$28K Buy
+908
New +$28K 0.01% 222