Harborview Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $668K | Buy |
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|
2021
Q2 | $660K | Sell |
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|
2021
Q1 | $681K | Sell |
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|
2020
Q4 | $644K | Sell |
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|
2020
Q3 | $526K | Buy |
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|
2020
Q2 | $525K | Buy |
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|
2020
Q1 | $404K | Buy |
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|
2019
Q4 | $612K | Sell |
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|
2019
Q3 | $646K | Sell |
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|
2019
Q2 | $754K | Sell |
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|
2019
Q1 | $858K | Buy |
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|
2018
Q4 | $692K | Sell |
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|
2018
Q3 | $910K | Sell |
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|
2018
Q2 | $1.04M | Sell |
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|
2018
Q1 | $1.14M | Buy |
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|
2017
Q4 | $1.16M | Buy |
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