HB Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,368
| Closed | -$334K | – | 849 |
|
|
2023
Q4 | $334K | Hold |
10,368
| – | – | ﹤0.01% | 572 |
|
|
2023
Q3 | $292K | Hold |
10,368
| – | – | ﹤0.01% | 576 |
|
|
2023
Q2 | $298K | Hold |
10,368
| – | – | ﹤0.01% | 546 |
|
|
2023
Q1 | $296K | Hold |
10,368
| – | – | 0.01% | 538 |
|
|
2022
Q4 | $295K | Hold |
10,368
| – | – | 0.01% | 521 |
|
|
2022
Q3 | $267K | Buy |
+10,368
| New | +$267K | 0.01% | 464 |
|