Freedman Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-37,000
| Closed | -$1.18M | – | 100 |
|
|
2022
Q1 | $1.18M | Buy |
37,000
+15
| +0% | +$478 | 0.81% | 19 |
|
|
2021
Q4 | $1.22M | Buy |
36,985
+51
| +0.1% | +$1.68K | 0.83% | 19 |
|
|
2021
Q3 | $1.14M | Buy |
36,934
+34
| +0.1% | +$1.05K | 0.83% | 20 |
|
|
2021
Q2 | $1.18M | Buy |
36,900
+26
| +0.1% | +$829 | 0.89% | 19 |
|
|
2021
Q1 | $1.15M | Buy |
36,874
+9
| +0% | +$280 | 0.95% | 18 |
|
|
2020
Q4 | $981K | Buy |
+36,865
| New | +$981K | 0.88% | 18 |
|