Cornerstone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
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|
2019
Q1 | $320K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $6.17M | Buy |
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|
2018
Q2 | $12.5M | Buy |
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|
2018
Q1 | $335K | Sell |
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|
2017
Q4 | $376K | Sell |
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|
2017
Q3 | $519K | Buy |
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|
2017
Q2 | $488K | Buy |
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|
2017
Q1 | $389K | Buy |
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|
2016
Q4 | $258K | Sell |
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|
2016
Q3 | $242K | Buy |
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