Raab & Moskowitz Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-84
| Closed | -$2K | – | 217 |
|
|
2019
Q4 | $2K | Buy |
+84
| New | +$2K | ﹤0.01% | 494 |
|
|
2018
Q4 | – | Sell |
-1,077
| Closed | -$31K | – | 232 |
|
|
2018
Q3 | $31K | Buy |
+1,077
| New | +$31K | 0.01% | 299 |
|
|
2015
Q1 | – | Sell |
-636
| Closed | -$15K | – | 173 |
|
|
2014
Q4 | $15K | Buy |
+636
| New | +$15K | 0.01% | 296 |
|