Thoroughbred Financial Services’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
Q2 | – | Sell |
-10,617
| Closed | -$191K | – | 225 |
|
|
2020
Q1 | $191K | Sell |
10,617
-304
| -3% | -$5.47K | 0.07% | 237 |
|
|
2019
Q4 | $313K | Buy |
10,921
+493
| +5% | +$14.1K | 0.1% | 188 |
|
|
2019
Q3 | $285K | Buy |
+10,428
| New | +$285K | 0.11% | 190 |
|
|
2019
Q2 | – | Sell |
-8,113
| Closed | -$223K | – | 192 |
|
|
2019
Q1 | $223K | Buy |
+8,113
| New | +$223K | 0.09% | 205 |
|