Gemmer Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,800
| Closed | -$50K | – | 1385 |
|
|
2019
Q1 | $50K | Buy |
+1,800
| New | +$50K | 0.01% | 192 |
|
|
2018
Q1 | – | Sell |
-90
| Closed | -$3K | – | 1461 |
|
|
2017
Q4 | $3K | Hold |
90
| – | – | ﹤0.01% | 1111 |
|
|
2017
Q3 | $3K | Sell |
90
-35,454
| -100% | -$1.18M | ﹤0.01% | 1107 |
|
|
2017
Q2 | $954K | Hold |
35,544
| – | – | 0.4% | 40 |
|
|
2017
Q1 | $955K | Buy |
+35,544
| New | +$955K | 0.43% | 36 |
|