Titus Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $333K | Sell |
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|
2022
Q1 | $453K | Sell |
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|
2021
Q4 | $468K | Buy |
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|
2021
Q3 | $298K | Buy |
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|
2021
Q2 | $256K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $219K | Sell |
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|
2019
Q3 | $228K | Sell |
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|
2019
Q2 | $391K | Sell |
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|
2019
Q1 | $458 | Buy |
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|
2018
Q4 | $241 | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $214K | Buy |
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