Gerald L. Ray & Associates’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $964K | Sell |
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|
2017
Q2 | $936K | Buy |
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|
2017
Q1 | $923K | Sell |
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|
2016
Q4 | $984K | Buy |
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|
2016
Q3 | $892K | Buy |
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|
2016
Q2 | $279K | Buy |
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|
2016
Q1 | $264K | Hold |
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|
2015
Q4 | $249K | Hold |
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|
2015
Q3 | $242K | Hold |
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|
2015
Q2 | $270K | Hold |
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|
2015
Q1 | $276K | Buy |
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|
2014
Q4 | $255K | Buy |
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