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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$1.25M Sell
2020
Q2
$1.28M Buy
2020
Q1
$1.07M Buy
2019
Q4
$344K Buy