Cobiz Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $6.43M | Sell |
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|
2019
Q1 | $6.76M | Buy |
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|
2018
Q4 | $5.85M | Sell |
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|
2018
Q3 | $7.6M | Buy |
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|
2018
Q2 | $7.56M | Buy |
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|
2018
Q1 | $6.5M | Buy |
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|
2017
Q4 | $6.55M | Buy |
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|
2017
Q3 | $5.96M | Buy |
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|
2017
Q2 | $5.48M | Buy |
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|
2017
Q1 | $5.24M | Buy |
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|
2016
Q4 | $5.03M | Sell |
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|
2016
Q3 | $4.59M | Buy |
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|
2016
Q2 | $3.75M | Buy |
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|
2016
Q1 | $3.27M | Sell |
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|
2015
Q4 | $3.09M | Sell |
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|
2015
Q3 | $3.12M | Sell |
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|
2015
Q2 | $3.55M | Sell |
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|
2015
Q1 | $3.65M | Buy |
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|
2014
Q4 | $2.85M | Buy |
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|
2014
Q3 | $2.28M | Buy |
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|
2014
Q2 | $2.38M | Sell |
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|
2014
Q1 | $2.34M | Sell |
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|
2013
Q4 | $2.37M | Buy |
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|
2013
Q3 | $2.16M | Sell |
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|
2013
Q2 | $2.11M | Buy |
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