IberiaBank’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,822
| Closed | -$253K | – | 214 |
|
|
2019
Q4 | $253K | Buy |
+8,822
| New | +$253K | 0.03% | 209 |
|
|
2018
Q1 | – | Sell |
-10,841
| Closed | -$313K | – | 220 |
|
|
2017
Q4 | $313K | Sell |
10,841
-13,591
| -56% | -$392K | 0.05% | 196 |
|
|
2017
Q3 | $694K | Buy |
+24,432
| New | +$694K | 0.12% | 150 |
|