CVA Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-500
| Closed | -$11K | – | 903 |
|
|
2021
Q3 | $11K | Buy |
+500
| New | +$11K | 0.01% | 290 |
|
|
2020
Q4 | – | Sell |
-500
| Closed | -$11K | – | 358 |
|
|
2020
Q3 | $11K | Hold |
500
| – | – | 0.01% | 290 |
|
|
2020
Q2 | $11K | Sell |
500
-13,170
| -96% | -$290K | 0.01% | 252 |
|
|
2020
Q1 | $246K | Sell |
13,670
-1,800
| -12% | -$32.4K | 0.25% | 66 |
|
|
2019
Q4 | $444K | Buy |
+15,470
| New | +$444K | 0.41% | 45 |
|