Jackson Hole Capital Partners’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 |
-717
| Closed | -$23K | – | 243 |
|
|
2022
Q1 | $23K | Hold |
717
| – | – | 0.01% | 209 |
|
|
2021
Q4 | $24K | Hold |
717
| – | – | 0.01% | 200 |
|
|
2021
Q3 | $22K | Hold |
717
| – | – | 0.01% | 209 |
|
|
2021
Q2 | $23K | Hold |
717
| – | – | 0.01% | 207 |
|
|
2021
Q1 | $22K | Hold |
717
| – | – | 0.01% | 202 |
|
|
2020
Q4 | $19K | Buy |
+717
| New | +$19K | 0.01% | 183 |
|
|
2020
Q1 | – | Sell |
-717
| Closed | -$21K | – | 169 |
|
|
2019
Q4 | $21K | Hold |
717
| – | – | 0.01% | 177 |
|
|
2019
Q3 | $20K | Hold |
717
| – | – | 0.01% | 175 |
|
|
2019
Q2 | $19K | Hold |
717
| – | – | 0.01% | 172 |
|
|
2019
Q1 | $20K | Buy |
+717
| New | +$20K | 0.02% | 141 |
|