Regions Financial Corp’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-18,190
| Closed | -$484K | – | 862 |
|
2020
Q4 | $484K | Buy |
+18,190
| New | +$484K | ﹤0.01% | 566 |
|
2019
Q2 | – | Sell |
-849
| Closed | -$23K | – | 1027 |
|
2019
Q1 | $23K | Hold |
849
| – | – | ﹤0.01% | 1323 |
|
2018
Q4 | $21K | Sell |
849
-198
| -19% | -$4.9K | ﹤0.01% | 1339 |
|
2018
Q3 | $31K | Buy |
1,047
+198
| +23% | +$5.86K | ﹤0.01% | 1327 |
|
2018
Q2 | $25K | Hold |
849
| – | – | ﹤0.01% | 1403 |
|
2018
Q1 | $23K | Sell |
849
-430
| -34% | -$11.6K | ﹤0.01% | 1425 |
|
2017
Q4 | $37K | Buy |
+1,279
| New | +$37K | ﹤0.01% | 1323 |
|