LBMC Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
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|
2018
Q2 | $276K | Sell |
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|
2018
Q1 | $264K | Sell |
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|
2017
Q4 | $403K | Buy |
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|
2017
Q3 | $387K | Buy |
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|
2017
Q2 | $370K | Buy |
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|
2017
Q1 | $369K | Sell |
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|
2016
Q4 | $383K | Sell |
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|
2016
Q3 | $361K | Sell |
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|
2016
Q2 | $350K | Buy |
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|
2016
Q1 | $327K | Buy |
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|
2015
Q4 | $308K | Buy |
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|
2015
Q3 | $297K | Sell |
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|
2015
Q2 | $406K | Buy |
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|
2015
Q1 | $413K | Buy |
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|
2014
Q4 | $348K | Buy |
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|
2014
Q3 | $318K | Buy |
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