Lake Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 458 |
|
|
2022
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 434 |
|
|
2021
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 448 |
|
|
2021
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 417 |
|
|
2021
Q2 | $0 | Buy |
+9
| New | – | ﹤0.01% | 420 |
|
|
2020
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 397 |
|
|
2019
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 613 |
|
|
2019
Q2 | $7K | Hold |
244
| – | – | ﹤0.01% | 377 |
|
|
2019
Q1 | $7K | Sell |
244
-12,141
| -98% | -$348K | ﹤0.01% | 377 |
|
|
2018
Q4 | $304K | Buy |
+12,385
| New | +$304K | 0.11% | 106 |
|