SignalPoint Asset Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $379K | Sell |
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|
2020
Q3 | $301K | Buy |
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|
2020
Q2 | $301K | Sell |
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|
2020
Q1 | $266K | Buy |
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|
2019
Q4 | $380K | Sell |
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|
2019
Q3 | $373K | Sell |
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|
2019
Q2 | $382K | Sell |
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|
2019
Q1 | $584K | Sell |
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|
2018
Q4 | $1.07M | Buy |
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|
2018
Q3 | $558K | Buy |
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|
2018
Q2 | $540K | Buy |
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|
2018
Q1 | $497K | Buy |
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|
2017
Q4 | $503K | Buy |
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|
2017
Q3 | $482K | Sell |
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|
2017
Q2 | $1.14M | Buy |
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|
2017
Q1 | $1.11M | Buy |
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|
2016
Q4 | $1.09M | Sell |
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|
2016
Q3 | $990K | Buy |
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|
2016
Q2 | $393K | Sell |
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|
2016
Q1 | $411K | Buy |
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|
2015
Q4 | $370K | Buy |
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|
2015
Q3 | $358K | Sell |
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|
2015
Q2 | $419K | Hold |
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|
2015
Q1 | $419K | Buy |
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|
2014
Q4 | $357K | Buy |
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|
2014
Q3 | $278K | Buy |
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|
2014
Q2 | $257K | Sell |
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|
2014
Q1 | $281K | Sell |
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|
2013
Q4 | $310K | Buy |
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|
2013
Q3 | $277K | Sell |
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|
2013
Q2 | $575K | Buy |
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