Cedar Brook Financial Partners’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
Q2 | – | Sell |
-6,303
| Closed | -$206K | – | 104 |
|
|
2024
Q1 | $206K | Buy |
+6,303
| New | +$206K | 0.04% | 419 |
|
|
2022
Q2 | – | Sell |
-6,563
| Closed | -$209K | – | 356 |
|
|
2022
Q1 | $209K | Buy |
6,563
+273
| +4% | +$8.69K | 0.05% | 355 |
|
|
2021
Q4 | $207K | Buy |
+6,290
| New | +$207K | 0.05% | 356 |
|
|
2021
Q2 | – | Sell |
-6,465
| Closed | -$201K | – | 375 |
|
|
2021
Q1 | $201K | Buy |
+6,465
| New | +$201K | 0.07% | 308 |
|