CFG
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Capstone Financial Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Capstone Financial Group’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		$1.25M Sell
56,876
-5,212
-8% -$115K 0.97% 34
2020
Q2 		$1.28M Buy
62,088
+2,496
+4% +$51.6K 1.05% 32
2020
Q1 		$1.07M Buy
59,592
+47,601
+397% +$858K 1.1% 31
2019
Q4 		$344K Buy
+11,991
New +$344K 0.33% 53