Rudd International’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 |
-9,096
| Closed | -$260K | – | 68 |
|
|
2019
Q4 | $260K | Sell |
9,096
-319
| -3% | -$9.12K | 0.13% | 65 |
|
|
2019
Q3 | $257K | Buy |
9,415
+118
| +1% | +$3.22K | 0.14% | 64 |
|
|
2019
Q2 | $252K | Buy |
9,297
+48
| +0.5% | +$1.3K | 0.14% | 65 |
|
|
2019
Q1 | $254K | Buy |
9,249
+8
| +0.1% | +$220 | 0.16% | 61 |
|
|
2018
Q4 | $226K | Buy |
+9,241
| New | +$226K | 0.17% | 61 |
|