GWM
Gupta Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $5.94M | Sell |
86,455
-3,821
| -4% | -$263K | 1.39% | 10 |
|
|
2015
Q4 | $5.86M | Sell |
90,276
-10,195
| -10% | -$662K | 1.49% | 11 |
|
|
2015
Q3 | $6.33M | Sell |
100,471
-6,007
| -6% | -$378K | 1.54% | 13 |
|
|
2015
Q2 | $7.5M | Sell |
106,478
-6,145
| -5% | -$433K | 1.84% | 9 |
|
|
2015
Q1 | $8.12M | Buy |
+112,623
| New | +$8.12M | 2.39% | 5 |
|