Cornerstone Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,710
| Closed | -$48.8K | – | 99 |
|
|
2023
Q1 | $48.8K | Hold |
1,710
| – | – | 0.01% | 84 |
|
|
2022
Q4 | $48.6K | Hold |
1,710
| – | – | 0.01% | 88 |
|
|
2022
Q3 | $44K | Sell |
1,710
-89
| -5% | -$2.29K | 0.01% | 89 |
|
|
2022
Q2 | $50.8K | Hold |
1,799
| – | – | 0.01% | 90 |
|
|
2022
Q1 | $57.3K | Hold |
1,799
| – | – | 0.01% | 92 |
|
|
2021
Q4 | $59.1K | Buy |
+1,799
| New | +$59.1K | 0.02% | 83 |
|