Smart Money Group’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 |
-7,848
| Closed | -$226K | – | 83 |
|
|
2019
Q4 | $226K | Sell |
7,848
-29,958
| -79% | -$863K | 0.13% | 78 |
|
|
2019
Q3 | $1.03M | Sell |
37,806
-23,907
| -39% | -$654K | 0.83% | 38 |
|
|
2019
Q2 | $1.67M | Buy |
61,713
+2,462
| +4% | +$66.7K | 1.38% | 19 |
|
|
2019
Q1 | $1.63M | Sell |
59,251
-45,697
| -44% | -$1.26M | 1.43% | 19 |
|
|
2018
Q4 | $2.57M | Sell |
104,948
-63,712
| -38% | -$1.56M | 2.67% | 10 |
|
|
2018
Q3 | $7.94M | Buy |
168,660
+48,718
| +41% | +$2.29M | 7.21% | 3 |
|
|
2018
Q2 | $3.56M | Buy |
+119,942
| New | +$3.56M | 3.19% | 9 |
|