FundX Investment Group’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
2017
Q2
Sell
-85,359
Closed -$2.29M 39
2017
Q1
$2.29M Sell
85,359
-569,637
-87% -$15.3M 0.96% 17
2016
Q4
$18.1M Sell
654,996
-10,536
-2% -$291K 6.32% 5
2016
Q3
$16.7M Buy
665,532
+71,451
+12% +$1.79M 4.27% 8
2016
Q2
$14.2M Buy
+594,081
New +$14.2M 3.55% 10