Madison Investment Holdings’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-14,112
| Closed | -$331K | – | 234 |
|
|
2015
Q2 | $331K | Buy |
14,112
+846
| +6% | +$19.8K | 0.01% | 215 |
|
|
2015
Q1 | $319K | Sell |
13,266
-9,846
| -43% | -$237K | 0.01% | 214 |
|
|
2014
Q4 | $546K | Hold |
23,112
| – | – | 0.01% | 182 |
|
|
2014
Q3 | $500K | Hold |
23,112
| – | – | 0.01% | 188 |
|
|
2014
Q2 | $540K | Hold |
23,112
| – | – | 0.01% | 194 |
|
|
2014
Q1 | $526K | Hold |
23,112
| – | – | 0.01% | 197 |
|
|
2013
Q4 | $522K | Hold |
23,112
| – | – | 0.01% | 199 |
|
|
2013
Q3 | $483K | Hold |
23,112
| – | – | 0.01% | 198 |
|
|
2013
Q2 | $450K | Buy |
+23,112
| New | +$450K | 0.01% | 200 |
|