Northwest 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
2019
Q1
Sell
-3,198
Closed -$78K 527
2018
Q4
$78K Hold
3,198
0.07% 169
2018
Q3
$95K Hold
3,198
0.07% 158
2018
Q2
$95K Buy
3,198
+469
+17% +$13.9K 0.07% 155
2018
Q1
$75K Buy
+2,729
New +$75K 0.06% 176