IP
Intellectus Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-900
| Closed | -$25K | – | 230 |
|
|
2019
Q1 | $25K | Buy |
+900
| New | +$25K | 0.01% | 299 |
|
|
2018
Q4 | – | Sell |
-900
| Closed | -$27K | – | 308 |
|
|
2018
Q3 | $27K | Hold |
900
| – | – | 0.01% | 394 |
|
|
2018
Q2 | $27K | Hold |
900
| – | – | 0.01% | 393 |
|
|
2018
Q1 | $25K | Hold |
900
| – | – | 0.01% | 400 |
|
|
2017
Q4 | $26K | Buy |
900
+600
| +200% | +$17.3K | 0.01% | 397 |
|
|
2017
Q3 | $25K | Hold |
300
| – | – | 0.01% | 500 |
|
|
2017
Q2 | $24K | Buy |
+300
| New | +$24K | 0.01% | 478 |
|