Patten Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-105
| Closed | -$2.27K | – | 669 |
|
|
2015
Q4 | $2.27K | Hold |
105
| – | – | ﹤0.01% | 632 |
|
|
2015
Q3 | $2.21K | Hold |
105
| – | – | ﹤0.01% | 547 |
|
|
2015
Q2 | $2.47K | Buy |
+105
| New | +$2.47K | ﹤0.01% | 553 |
|
|
2015
Q1 | – | Sell |
-105
| Closed | -$2K | – | 177 |
|
|
2014
Q4 | $2K | Buy |
+105
| New | +$2K | ﹤0.01% | 251 |
|