Winslow Evans & Crocker’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $51K | Buy |
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|
2020
Q3 | $34K | Sell |
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|
2020
Q2 | $38K | Hold |
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|
2020
Q1 | $34K | Hold |
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|
2019
Q4 | $54K | Hold |
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|
2019
Q3 | $52K | Hold |
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|
2019
Q2 | $52K | Hold |
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|
2019
Q1 | $52K | Hold |
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|
2018
Q4 | $46K | Hold |
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|
2018
Q3 | $56K | Hold |
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|
2018
Q2 | $56K | Hold |
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|
2018
Q1 | $49.3K | Hold |
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|
2017
Q4 | $52.3K | Hold |
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|
2017
Q3 | $50.4K | Sell |
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|
2017
Q2 | $80.5K | Sell |
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|
2017
Q1 | $105K | Buy |
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|
2014
Q4 | – | Hold |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $21K | Buy |
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