FAM
Formidable Asset Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-100,110
| Closed | -$2.72M | – | 147 |
|
|
2019
Q2 | $2.72M | Buy |
+100,110
| New | +$2.72M | 0.93% | 17 |
|
|
2019
Q1 | – | Sell |
-107,579
| Closed | -$2.64M | – | 200 |
|
|
2018
Q4 | $2.64M | Sell |
107,579
-28,915
| -21% | -$709K | 1.4% | 16 |
|
|
2018
Q3 | $4.05M | Buy |
136,494
+64,343
| +89% | +$1.91M | 1.6% | 14 |
|
|
2018
Q2 | $2.14M | Buy |
+72,151
| New | +$2.14M | 0.92% | 25 |
|
|
2018
Q1 | – | Sell |
-46,972
| Closed | -$1.37M | – | 100 |
|
|
2017
Q4 | $1.37M | Buy |
+46,972
| New | +$1.37M | 0.63% | 36 |
|