Sonora Investment 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
Q3
$43K Hold
2021
Q2
$44K Buy
2020
Q3
Sell
2020
Q2
$68K Hold
2020
Q1
$58K Hold
2019
Q4
$92K Hold
2019
Q3
$88K Buy
2019
Q2
$8K Buy
2016
Q2
Sell
2016
Q1
$20.9K Hold
2015
Q4
$19K Buy