LA
DES icon

Legacy Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-200
Closed -$6K 470
2018
Q2
$6K Buy
+200
New +$6K ﹤0.01% 336
2018
Q1
Hold
0
394
2017
Q3
Sell
-215
Closed -$17K 357
2017
Q2
$17K Buy
+215
New +$17K 0.02% 140