Wealthcare 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-331
| Closed | -$10K | – | 218 |
|
|
2021
Q1 | $10K | Buy |
+331
| New | +$10K | ﹤0.01% | 274 |
|
|
2020
Q2 | – | Sell |
-327
| Closed | -$6K | – | 95 |
|
|
2020
Q1 | $6K | Hold |
327
| – | – | ﹤0.01% | 163 |
|
|
2019
Q4 | $9K | Hold |
327
| – | – | ﹤0.01% | 196 |
|
|
2019
Q3 | $9K | Hold |
327
| – | – | ﹤0.01% | 158 |
|
|
2019
Q2 | $9K | Hold |
327
| – | – | ﹤0.01% | 153 |
|
|
2019
Q1 | $9K | Hold |
327
| – | – | ﹤0.01% | 159 |
|
|
2018
Q4 | $8K | Hold |
327
| – | – | ﹤0.01% | 158 |
|
|
2018
Q3 | $10K | Hold |
327
| – | – | ﹤0.01% | 153 |
|
|
2018
Q2 | $10K | Hold |
327
| – | – | ﹤0.01% | 148 |
|
|
2018
Q1 | $9K | Hold |
327
| – | – | ﹤0.01% | 150 |
|
|
2017
Q4 | $9K | Hold |
327
| – | – | ﹤0.01% | 140 |
|
|
2017
Q3 | $9K | Buy |
+327
| New | +$9K | ﹤0.01% | 132 |
|
|
2015
Q2 | – | Sell |
-1,776
| Closed | -$43K | – | 504 |
|
|
2015
Q1 | $43K | Buy |
+1,776
| New | +$43K | 0.01% | 275 |
|