Good Life Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-7,713
| Closed | -$207K | – | 237 |
|
|
2018
Q1 | $207K | Hold |
7,713
| – | – | 0.07% | 201 |
|
|
2017
Q4 | $225K | Sell |
7,713
-54
| -0.7% | -$1.58K | 0.07% | 201 |
|
|
2017
Q3 | $218K | Sell |
7,767
-369
| -5% | -$10.4K | 0.08% | 186 |
|
|
2017
Q2 | $217K | Sell |
8,136
-150
| -2% | -$4K | 0.1% | 184 |
|
|
2017
Q1 | $218K | Buy |
8,286
+450
| +6% | +$11.8K | 0.1% | 175 |
|
|
2016
Q4 | $215K | Buy |
+7,836
| New | +$215K | 0.13% | 139 |
|