Joseph P. Lucia & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $180K | Sell |
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|
2022
Q1 | $208K | Hold |
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|
2021
Q4 | $215K | Hold |
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|
2021
Q3 | $201K | Sell |
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|
2021
Q2 | $229K | Sell |
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|
2021
Q1 | $238K | Hold |
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|
2020
Q4 | $203K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $174K | Hold |
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|
2020
Q1 | $148K | Sell |
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|
2019
Q4 | $257K | Buy |
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|
2019
Q3 | $236K | Hold |
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|
2019
Q2 | $234K | Sell |
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|
2019
Q1 | $8.32K | Buy |
|