TFC 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,773
| Closed | -$55K | – | 585 |
|
|
2021
Q3 | $55K | Hold |
1,773
| – | – | 0.02% | 206 |
|
|
2021
Q2 | $57K | Hold |
1,773
| – | – | 0.02% | 195 |
|
|
2021
Q1 | $55K | Hold |
1,773
| – | – | 0.02% | 187 |
|
|
2020
Q4 | $47K | Hold |
1,773
| – | – | 0.02% | 196 |
|
|
2020
Q3 | $37K | Buy |
+1,773
| New | +$37K | 0.02% | 196 |
|