Bickling Financial Services’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 | $520K | Sell |
18,276
-70
| -0.4% | -$1.99K | 0.32% | 56 |
|
|
2022
Q3 | $473K | Buy |
18,346
+158
| +0.9% | +$4.07K | 0.32% | 60 |
|
|
2022
Q2 | $513K | Sell |
18,188
-754
| -4% | -$21.3K | 0.33% | 60 |
|
|
2022
Q1 | $604K | Sell |
18,942
-36
| -0.2% | -$1.15K | 0.31% | 57 |
|
|
2021
Q4 | $624K | Sell |
18,978
-2
| -0% | -$66 | 0.3% | 58 |
|
|
2021
Q3 | $585K | Sell |
18,980
-70
| -0.4% | -$2.16K | 0.3% | 58 |
|
|
2021
Q2 | $608K | Buy |
19,050
+4,091
| +27% | +$131K | 0.27% | 60 |
|
|
2021
Q1 | $466K | Hold |
14,959
| – | – | 0.23% | 74 |
|
|
2020
Q4 | $398K | Buy |
+14,959
| New | +$398K | 0.25% | 65 |
|