Kiley Juergens Wealth Management’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
2018
Q4
Sell
-3,213
Closed -$95K 181
2018
Q3
$95K Buy
3,213
+19
+0.6% +$562 0.07% 159
2018
Q2
$94K Buy
+3,194
New +$94K 0.08% 141
2018
Q1
Sell
-2,361
Closed -$68K 206
2017
Q4
$68K Buy
+2,361
New +$68K 0.06% 167