Resurgent Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,515
| Closed | -$80.9K | – | 256 |
|
|
2023
Q4 | $80.9K | Sell |
2,515
-183
| -7% | -$5.89K | 0.05% | 269 |
|
|
2023
Q3 | $76.1K | Buy |
2,698
+30
| +1% | +$846 | 0.05% | 264 |
|
|
2023
Q2 | $76.8K | Buy |
2,668
+2
| +0.1% | +$58 | 0.05% | 270 |
|
|
2023
Q1 | $76.1K | Buy |
2,666
+11
| +0.4% | +$314 | 0.05% | 263 |
|
|
2022
Q4 | $75.5K | Buy |
+2,655
| New | +$75.5K | 0.04% | 348 |
|