Weaver Consulting Group’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
Q4 | – | Sell |
-105
| Closed | -$2K | – | 314 |
|
|
2020
Q3 | $2K | Hold |
105
| – | – | ﹤0.01% | 811 |
|
|
2020
Q2 | $2K | Hold |
105
| – | – | ﹤0.01% | 784 |
|
|
2020
Q1 | $2K | Hold |
105
| – | – | ﹤0.01% | 694 |
|
|
2019
Q4 | $3K | Hold |
105
| – | – | ﹤0.01% | 676 |
|
|
2019
Q3 | $3K | Hold |
105
| – | – | ﹤0.01% | 664 |
|
|
2019
Q2 | $3K | Hold |
105
| – | – | ﹤0.01% | 650 |
|
|
2019
Q1 | $3K | Buy |
+105
| New | +$3K | ﹤0.01% | 1223 |
|