GWA
Guidant Wealth Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $761K | Sell |
27,789
-1,293
| -4% | -$35.4K | 0.28% | 55 |
|
|
2019
Q2 | $788K | Sell |
29,082
-84
| -0.3% | -$2.28K | 0.3% | 57 |
|
|
2019
Q1 | $803K | Sell |
29,166
-2,656
| -8% | -$73.1K | 0.31% | 55 |
|
|
2018
Q4 | $780K | Buy |
+31,822
| New | +$780K | 0.36% | 54 |
|
|
2017
Q3 | – | Sell |
-12,857
| Closed | -$1.03M | – | 196 |
|
|
2017
Q2 | $1.03M | Sell |
12,857
-735
| -5% | -$58.7K | 0.53% | 42 |
|
|
2017
Q1 | $1.07M | Sell |
13,592
-2,787
| -17% | -$220K | 0.56% | 42 |
|
|
2016
Q4 | $1.35M | Sell |
16,379
-7,275
| -31% | -$601K | 0.77% | 37 |
|
|
2016
Q3 | $1.75M | Buy |
+23,654
| New | +$1.75M | 1.08% | 31 |
|