EFS
Essex Financial Services’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,118
| Closed | -$232K | – | 484 |
|
|
2023
Q1 | $232K | Sell |
8,118
-36
| -0.4% | -$1.03K | 0.02% | 438 |
|
|
2022
Q4 | $231K | Sell |
8,154
-210
| -3% | -$5.95K | 0.02% | 431 |
|
|
2022
Q3 | $215K | Buy |
8,364
+13
| +0.2% | +$334 | 0.03% | 421 |
|
|
2022
Q2 | $236K | Sell |
8,351
-442
| -5% | -$12.5K | 0.03% | 426 |
|
|
2022
Q1 | $280K | Buy |
+8,793
| New | +$280K | 0.03% | 400 |
|