Signet Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,376
| Closed | -$45K | – | 491 |
|
|
2021
Q4 | $45K | Buy |
+1,376
| New | +$45K | 0.01% | 513 |
|
|
2018
Q4 | – | Sell |
-949
| Closed | -$28K | – | 356 |
|
|
2018
Q3 | $28K | Sell |
949
-24
| -2% | -$708 | ﹤0.01% | 465 |
|
|
2018
Q2 | $29K | Sell |
973
-66
| -6% | -$1.97K | 0.01% | 462 |
|
|
2018
Q1 | $28K | Buy |
+1,039
| New | +$28K | 0.01% | 433 |
|