Fiduciary Services Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $459K | Sell |
19,089
-687
| -3% | -$16.5K | 0.15% | 135 |
|
|
2014
Q4 | $467K | Buy |
19,776
+327
| +2% | +$7.72K | 0.16% | 128 |
|
|
2014
Q3 | $421K | Buy |
19,449
+1,041
| +6% | +$22.5K | 0.15% | 126 |
|
|
2014
Q2 | $430K | Buy |
18,408
+2,292
| +14% | +$53.5K | 0.16% | 124 |
|
|
2014
Q1 | $367K | Buy |
16,116
+2,100
| +15% | +$47.8K | 0.15% | 129 |
|
|
2013
Q4 | $317K | Buy |
+14,016
| New | +$317K | 0.13% | 134 |
|