Epstein & White Financial’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
2018
Q3
Sell
-7,523
Closed -$223K 93
2018
Q2
$223K Sell
7,523
-81,710
-92% -$2.42M 0.17% 95
2018
Q1
$2.42M Buy
89,233
+69,739
+358% +$1.89M 1.55% 16
2017
Q4
$567K Buy
+19,494
New +$567K 0.33% 47