Crewe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-299
| Closed | -$9.62K | – | 954 |
|
|
2023
Q4 | $9.62K | Hold |
299
| – | – | ﹤0.01% | 212 |
|
|
2023
Q3 | $8.43K | Hold |
299
| – | – | ﹤0.01% | 258 |
|
|
2023
Q2 | $8.61K | Sell |
299
-1,049
| -78% | -$30.2K | ﹤0.01% | 420 |
|
|
2023
Q1 | $38.5K | Hold |
1,348
| – | – | 0.01% | 339 |
|
|
2022
Q4 | $38.3K | Buy |
1,348
+1,049
| +351% | +$29.8K | 0.01% | 331 |
|
|
2022
Q3 | $8K | Buy |
+299
| New | +$8K | ﹤0.01% | 716 |
|