Founders Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-1,200
| Closed | -$28K | – | 356 |
|
|
2014
Q2 | $28K | Hold |
1,200
| – | – | 0.02% | 206 |
|
|
2014
Q1 | $27K | Hold |
1,200
| – | – | 0.02% | 205 |
|
|
2013
Q4 | $25K | Hold |
1,200
| – | – | 0.01% | 222 |
|
|
2013
Q3 | $25K | Hold |
1,200
| – | – | 0.01% | 195 |
|
|
2013
Q2 | $23K | Buy |
+1,200
| New | +$23K | 0.01% | 198 |
|