Brightworth’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
Q3 | $6.04M | Buy |
234,602
+5,940
| +3% | +$153K | 0.65% | 38 |
|
|
2022
Q2 | $6.45M | Buy |
228,662
+16,613
| +8% | +$469K | 0.69% | 37 |
|
|
2022
Q1 | $6.76M | Buy |
212,049
+107
| +0.1% | +$3.41K | 0.69% | 36 |
|
|
2021
Q4 | $6.96M | Buy |
211,942
+23,124
| +12% | +$760K | 0.64% | 35 |
|
|
2021
Q3 | $5.82M | Buy |
188,818
+23,764
| +14% | +$733K | 0.53% | 36 |
|
|
2021
Q2 | $5.26M | Buy |
165,054
+8,832
| +6% | +$282K | 0.45% | 35 |
|
|
2021
Q1 | $4.87M | Buy |
156,222
+12,437
| +9% | +$387K | 0.45% | 35 |
|
|
2020
Q4 | $3.83M | Buy |
143,785
+23,005
| +19% | +$612K | 0.38% | 37 |
|
|
2020
Q3 | $2.55M | Buy |
120,780
+35,133
| +41% | +$741K | 0.28% | 41 |
|
|
2020
Q2 | $1.81M | Buy |
85,647
+60,398
| +239% | +$1.28M | 0.25% | 42 |
|
|
2020
Q1 | $455K | Buy |
+25,249
| New | +$455K | 0.08% | 58 |
|