Truvestments Capital’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
Q1 | – | Sell |
-69,454
| Closed | -$1.99M | – | 516 |
|
|
2019
Q4 | $1.99M | Sell |
69,454
-100
| -0.1% | -$2.87K | 1.38% | 20 |
|
|
2019
Q3 | $1.9M | Sell |
69,554
-15,878
| -19% | -$435K | 1.24% | 20 |
|
|
2019
Q2 | $2.32M | Sell |
85,432
-9,777
| -10% | -$265K | 1.56% | 12 |
|
|
2019
Q1 | $2.62M | Buy |
+95,209
| New | +$2.62M | 2.01% | 10 |
|
|
2018
Q3 | $3.77M | Buy |
126,794
+18,132
| +17% | +$539K | 1.81% | 10 |
|
|
2018
Q2 | $3.22M | Buy |
+108,662
| New | +$3.22M | 2.02% | 9 |
|