Investors Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-9,864
| Closed | -$230K | – | 69 |
|
|
2014
Q2 | $230K | Sell |
9,864
-13,935
| -59% | -$325K | 0.18% | 73 |
|
|
2014
Q1 | $542K | Hold |
23,799
| – | – | 0.45% | 51 |
|
|
2013
Q4 | $507K | Buy |
+23,799
| New | +$507K | 0.4% | 59 |
|
|
2013
Q3 | – | Sell |
-162,549
| Closed | -$3.16M | – | 99 |
|
|
2013
Q2 | $3.16M | Buy |
+162,549
| New | +$3.16M | 0.53% | 49 |
|