DMS
Discretionary Management Services’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $2.59M | Buy |
34,430
+270
| +0.8% | +$20.3K | 8.82% | 3 |
|
|
2016
Q2 | $2.45M | Buy |
34,160
+3,530
| +12% | +$253K | 9.69% | 3 |
|
|
2016
Q1 | $2.11M | Buy |
30,630
+13,775
| +82% | +$947K | 14.62% | 4 |
|
|
2015
Q4 | $1.09M | Buy |
16,855
+285
| +2% | +$18.5K | 5.31% | 5 |
|
|
2015
Q3 | $1.04M | Buy |
16,570
+6,470
| +64% | +$408K | 4.84% | 6 |
|
|
2015
Q2 | $711K | Buy |
+10,100
| New | +$711K | 2.27% | 6 |
|