Traynor Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-8,001
| Closed | -$216K | – | 167 |
|
|
2019
Q2 | $216K | Buy |
8,001
+194
| +2% | +$5.24K | 0.07% | 152 |
|
|
2019
Q1 | $215K | Buy |
+7,807
| New | +$215K | 0.07% | 144 |
|
|
2018
Q4 | – | Sell |
-7,737
| Closed | -$229K | – | 167 |
|
|
2018
Q3 | $229K | Sell |
7,737
-617
| -7% | -$18.3K | 0.07% | 163 |
|
|
2018
Q2 | $248K | Buy |
8,354
+584
| +8% | +$17.3K | 0.09% | 142 |
|
|
2018
Q1 | $212K | Buy |
+7,770
| New | +$212K | 0.09% | 153 |
|