Clarus Wealth Advisors’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
2019
Q2
Sell
-1,000
Closed -$28K 598
2019
Q1
$28K Hold
1,000
0.02% 369
2018
Q4
$25K Hold
1,000
0.04% 365
2018
Q3
$30K Buy
1,000
+560
+127% +$16.8K 0.02% 371
2018
Q2
$12K Buy
+440
New +$12K 0.01% 494