Gradient Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-197
| Closed | -$5.63K | – | 1791 |
|
|
2023
Q1 | $5.63K | Hold |
197
| – | – | ﹤0.01% | 925 |
|
|
2022
Q4 | $5.6K | Buy |
197
+166
| +535% | +$4.72K | ﹤0.01% | 908 |
|
|
2022
Q3 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 1221 |
|
|
2017
Q3 | – | Sell |
-360
| Closed | -$10K | – | 338 |
|
|
2017
Q2 | $10K | Hold |
360
| – | – | ﹤0.01% | 478 |
|
|
2017
Q1 | $10K | Buy |
+360
| New | +$10K | ﹤0.01% | 502 |
|