Bessemer Group’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 |
-17,480
| Closed | -$450K | – | 1950 |
|
2022
Q3 | $450K | Hold |
17,480
| – | – | ﹤0.01% | 758 |
|
2022
Q2 | $493K | Hold |
17,480
| – | – | ﹤0.01% | 714 |
|
2022
Q1 | $557K | Hold |
17,480
| – | – | ﹤0.01% | 607 |
|
2021
Q4 | $574K | Hold |
17,480
| – | – | ﹤0.01% | 602 |
|
2021
Q3 | $539K | Buy |
+17,480
| New | +$539K | ﹤0.01% | 550 |
|