Capstone Triton Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $212K | Buy |
6,176
+46
| +0.8% | +$1.58K | 0.13% | 103 |
|
|
2024
Q3 | $211K | Buy |
+6,130
| New | +$211K | 0.14% | 100 |
|
|
2021
Q3 | – | Sell |
-46,619
| Closed | -$1.49M | – | 120 |
|
|
2021
Q2 | $1.49M | Sell |
46,619
-9,706
| -17% | -$310K | 0.92% | 34 |
|
|
2021
Q1 | $1.76M | Sell |
56,325
-29
| -0.1% | -$904 | 1.16% | 26 |
|
|
2020
Q4 | $1.5M | Buy |
+56,354
| New | +$1.5M | 0.92% | 30 |
|