Sowa Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,534
| Closed | -$121K | – | 111 |
|
|
2020
Q4 | $121K | Sell |
4,534
-639
| -12% | -$17.1K | 0.08% | 81 |
|
|
2020
Q3 | $109K | Buy |
5,173
+7
| +0.1% | +$147 | 0.08% | 78 |
|
|
2020
Q2 | $109K | Buy |
5,166
+176
| +4% | +$3.71K | 0.08% | 77 |
|
|
2020
Q1 | $90K | Sell |
4,990
-4,909
| -50% | -$88.5K | 0.08% | 76 |
|
|
2019
Q4 | $284K | Buy |
+9,899
| New | +$284K | 0.23% | 48 |
|