TW
GSD
Transform Wealth’s WisdomTree Global SmallCap Dividend Fund GSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-38,458
| Closed | -$673K | – | 190 |
|
|
2018
Q4 | $673K | Hold |
38,458
| – | – | 0.14% | 124 |
|
|
2018
Q3 | $860K | Buy |
+38,458
| New | +$860K | 0.15% | 130 |
|
|
2018
Q2 | – | Sell |
-40,391
| Closed | -$924K | – | 238 |
|
|
2018
Q1 | $924K | Buy |
+40,391
| New | +$924K | 0.18% | 143 |
|
|
2017
Q4 | – | Sell |
-40,591
| Closed | -$938K | – | 257 |
|
|
2017
Q3 | $938K | Buy |
+40,591
| New | +$938K | 0.33% | 104 |
|
|
2017
Q2 | – | Sell |
-42,658
| Closed | -$984K | – | 208 |
|
|
2017
Q1 | $984K | Sell |
42,658
-1,300
| -3% | -$30K | 0.37% | 101 |
|
|
2016
Q4 | $959K | Buy |
43,958
+10,600
| +32% | +$231K | 0.38% | 90 |
|
|
2016
Q3 | $779K | Buy |
+33,358
| New | +$779K | 0.33% | 96 |
|