Sebold Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,687
| Closed | -$239K | – | 71 |
|
|
2024
Q2 | $239K | Sell |
7,687
-3,934
| -34% | -$123K | 0.17% | 64 |
|
|
2024
Q1 | $380K | Hold |
11,621
| – | – | 0.26% | 50 |
|
|
2023
Q4 | $374K | Sell |
11,621
-2,453
| -17% | -$78.9K | 0.28% | 47 |
|
|
2023
Q3 | $397K | Buy |
14,074
+192
| +1% | +$5.41K | 0.32% | 44 |
|
|
2023
Q2 | $400K | Hold |
13,882
| – | – | 0.32% | 45 |
|
|
2023
Q1 | $396K | Sell |
13,882
-505
| -4% | -$14.4K | 0.31% | 45 |
|
|
2022
Q4 | $409K | Buy |
+14,387
| New | +$409K | 0.34% | 42 |
|