Jacobus Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $9.02M | Buy |
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|
2017
Q2 | $8.25M | Buy |
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|
2017
Q1 | $7.69M | Buy |
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|
2016
Q4 | $7.73M | Buy |
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|
2016
Q3 | $6.21M | Sell |
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|
2016
Q2 | $5.94M | Sell |
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|
2016
Q1 | $5.71M | Sell |
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|
2015
Q4 | $5.42M | Buy |
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|
2015
Q3 | $5.04M | Sell |
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|
2015
Q2 | $5.66M | Buy |
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|
2015
Q1 | $5.41M | Buy |
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|
2014
Q4 | $4.99M | Sell |
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|
2014
Q3 | $4.59M | Sell |
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|
2014
Q2 | $4.97M | Sell |
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|
2014
Q1 | $9.76M | Buy |
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|
2013
Q4 | $4.59M | Buy |
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|
2013
Q3 | $3.76M | Buy |
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|
2013
Q2 | $2.29M | Buy |
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