Whitnell & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $21K | Buy |
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|
2019
Q3 | $17K | Buy |
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|
2019
Q2 | $13K | Hold |
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|
2019
Q1 | $13K | Hold |
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|
2018
Q4 | $12K | Buy |
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|
2018
Q3 | $7K | Hold |
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|
2018
Q2 | $7K | Sell |
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|
2018
Q1 | $136K | Buy |
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|
2017
Q4 | $137K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.91M | Hold |
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|
2016
Q2 | $1.82M | Hold |
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|
2016
Q1 | $1.75M | Hold |
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|
2015
Q4 | $1.65M | Hold |
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|
2015
Q3 | $1.6M | Hold |
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|
2015
Q2 | $1.79M | Sell |
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|
2015
Q1 | $1.98M | Hold |
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|
2014
Q4 | $1.95M | Hold |
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|
2014
Q3 | $1.79M | Hold |
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|
2014
Q2 | $1.93M | Hold |
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|
2014
Q1 | $1.88M | Hold |
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|
2013
Q4 | $1.86M | Buy |
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|
2013
Q3 | $1.27M | Hold |
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|
2013
Q2 | $1.19M | Buy |
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