IFP Advisors’s WisdomTree Global SmallCap Dividend Fund GSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-770
| Closed | -$21K | – | 3841 |
|
|
2018
Q4 | $21K | Hold |
770
| – | – | ﹤0.01% | 2100 |
|
|
2018
Q3 | $25K | Hold |
770
| – | – | ﹤0.01% | 2326 |
|
|
2018
Q2 | $25K | Hold |
770
| – | – | ﹤0.01% | 2319 |
|
|
2018
Q1 | $25K | Hold |
770
| – | – | ﹤0.01% | 2264 |
|
|
2017
Q4 | $25K | Buy |
+770
| New | +$25K | ﹤0.01% | 2260 |
|