LexAurum Advisors’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
2020
Q1
Sell
-16,048
Closed -$460K 201
2019
Q4
$460K Buy
16,048
+1,759
+12% +$50.4K 0.23% 107
2019
Q3
$391K Buy
+14,289
New +$391K 0.23% 105