Intrua Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,499
| Closed | -$207K | – | 362 |
|
|
2022
Q1 | $207K | Sell |
6,499
-120
| -2% | -$3.82K | 0.04% | 361 |
|
|
2021
Q4 | $217K | Buy |
6,619
+152
| +2% | +$4.98K | 0.04% | 352 |
|
|
2021
Q3 | $203K | Hold |
6,467
| – | – | 0.04% | 355 |
|
|
2021
Q2 | $209K | Sell |
6,467
-99
| -2% | -$3.2K | 0.05% | 284 |
|
|
2021
Q1 | $211K | Buy |
+6,566
| New | +$211K | 0.05% | 276 |
|