CFS Investment Advisory Services’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
Q4
Sell
-69,498
Closed -$3K 153
2022
Q3
$3K Buy
+69,498
New +$3K ﹤0.01% 145
2022
Q2
Sell
-86,049
Closed -$3K 285
2022
Q1
$3K Buy
+86,049
New +$3K 0.01% 235