Sandy Spring Bank’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-450
| Closed | -$15K | – | 1138 |
|
|
2021
Q4 | $15K | Buy |
+450
| New | +$15K | ﹤0.01% | 814 |
|
|
2015
Q4 | – | Sell |
-2,136
| Closed | -$45K | – | 933 |
|
|
2015
Q3 | $45K | Hold |
2,136
| – | – | 0.01% | 449 |
|
|
2015
Q2 | $50K | Hold |
2,136
| – | – | 0.01% | 454 |
|
|
2015
Q1 | $51K | Buy |
+2,136
| New | +$51K | 0.01% | 448 |
|