Fernwood Investment Management’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
Q2 | – | Sell |
-1,572
| Closed | -$51.4K | – | 308 |
|
|
2024
Q1 | $51.4K | Buy |
+1,572
| New | +$51.4K | 0.02% | 343 |
|
|
2019
Q3 | – | Sell |
-7,928
| Closed | -$215K | – | 184 |
|
|
2019
Q2 | $215K | Hold |
7,928
| – | – | 0.12% | 143 |
|
|
2019
Q1 | $218K | Buy |
+7,928
| New | +$218K | 0.12% | 142 |
|
|
2018
Q4 | – | Sell |
-7,928
| Closed | -$236K | – | 151 |
|
|
2018
Q3 | $236K | Buy |
7,928
+898
| +13% | +$26.7K | 0.12% | 141 |
|
|
2018
Q2 | $208K | Buy |
+7,030
| New | +$208K | 0.11% | 146 |
|