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Stevard LLC’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Stevard LLC’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-40,141
Closed -$850K – 167
2020
Q2 		$850K Sell
40,141
-121,294
-75% -$2.57M 0.44% 35
2020
Q1 		$4.1M Buy
161,435
+50,029
+45% +$1.27M 2.64% 8
2019
Q4 		$3.2M Buy
+111,406
New +$3.2M 2.01% 9