WFG Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $24K | Sell |
|
|||||
|
2017
Q1 | $28K | Hold |
|
|||||
|
2016
Q4 | $29K | Hold |
|
|||||
|
2016
Q3 | $26K | Sell |
|
|||||
|
2016
Q2 | $29K | Sell |
|
|||||
|
2016
Q1 | $146K | Buy |
|
|||||
|
2015
Q4 | $29K | Hold |
|
|||||
|
2015
Q3 | $28K | Hold |
|
|||||
|
2015
Q2 | $32K | Hold |
|
|||||
|
2015
Q1 | $33K | Sell |
|
|||||
|
2014
Q4 | $38K | Hold |
|
|||||
|
2014
Q3 | $35K | Hold |
|
|||||
|
2014
Q2 | $38K | Hold |
|
|||||
|
2014
Q1 | $37K | Sell |
|
|||||
|
2013
Q4 | $38K | Buy |
|
|||||
|
2013
Q3 | $24K | Hold |
|
|||||
|
2013
Q2 | $22K | Buy |
|