Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,550
| Closed | -$46K | – | 852 |
|
|
2020
Q1 | $46K | Hold |
2,550
| – | – | 0.01% | 284 |
|
|
2019
Q4 | $73K | Hold |
2,550
| – | – | 0.02% | 283 |
|
|
2019
Q3 | $70K | Hold |
2,550
| – | – | 0.02% | 262 |
|
|
2019
Q2 | $69K | Hold |
2,550
| – | – | 0.01% | 272 |
|
|
2019
Q1 | $70K | Hold |
2,550
| – | – | 0.01% | 283 |
|
|
2018
Q4 | $63K | Hold |
2,550
| – | – | 0.01% | 286 |
|
|
2018
Q3 | $76K | Hold |
2,550
| – | – | 0.02% | 306 |
|
|
2018
Q2 | $76K | Hold |
2,550
| – | – | 0.02% | 310 |
|
|
2018
Q1 | $70K | Buy |
+2,550
| New | +$70K | 0.01% | 290 |
|