Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $426K | Sell |
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|
2017
Q1 | $750K | Buy |
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|
2016
Q4 | $743K | Buy |
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|
2016
Q3 | $554K | Sell |
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|
2016
Q2 | $567K | Buy |
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|
2016
Q1 | $542K | Sell |
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|
2015
Q4 | $521K | Hold |
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|
2015
Q3 | $510K | Hold |
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|
2015
Q2 | $571K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $598K | Buy |
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|
2014
Q3 | $487K | Sell |
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|
2014
Q2 | $555K | Sell |
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|
2014
Q1 | $572K | Buy |
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|
2013
Q4 | $556K | Sell |
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|
2013
Q3 | $566K | Buy |
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|
2013
Q2 | $517K | Buy |
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