Vigilant 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,937
| Closed | -$112K | – | 457 |
|
|
2022
Q4 | $112K | Hold |
3,937
| – | – | 0.01% | 201 |
|
|
2022
Q3 | $101K | Hold |
3,937
| – | – | 0.01% | 219 |
|
|
2022
Q2 | $111K | Hold |
3,937
| – | – | 0.01% | 204 |
|
|
2022
Q1 | $125K | Hold |
3,937
| – | – | 0.01% | 214 |
|
|
2021
Q4 | $129K | Buy |
+3,937
| New | +$129K | 0.01% | 240 |
|
|
2018
Q3 | – | Sell |
-1,500
| Closed | -$44K | – | 461 |
|
|
2018
Q2 | $44K | Hold |
1,500
| – | – | 0.01% | 267 |
|
|
2018
Q1 | $41K | Buy |
+1,500
| New | +$41K | 0.01% | 241 |
|