Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-91
| Closed | -$2.53K | – | 534 |
|
|
2023
Q1 | $2.53K | Hold |
91
| – | – | ﹤0.01% | 539 |
|
|
2022
Q4 | $2.59K | Hold |
91
| – | – | ﹤0.01% | 552 |
|
|
2022
Q3 | $2K | Hold |
91
| – | – | ﹤0.01% | 554 |
|
|
2022
Q2 | $3K | Hold |
91
| – | – | ﹤0.01% | 542 |
|
|
2022
Q1 | $3K | Hold |
91
| – | – | ﹤0.01% | 535 |
|
|
2021
Q4 | $3K | Hold |
91
| – | – | ﹤0.01% | 478 |
|
|
2021
Q3 | $3K | Buy |
+91
| New | +$3K | ﹤0.01% | 406 |
|
|
2021
Q2 | – | Sell |
-91
| Closed | -$3K | – | 185 |
|
|
2021
Q1 | $3K | Buy |
+91
| New | +$3K | ﹤0.01% | 403 |
|