AWP
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Abacus Wealth Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Abacus Wealth Partners’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-6,391
Closed -$204K – 120
2021
Q2 		$204K Sell
6,391
-651
-9% -$20.8K 0.08% 110
2021
Q1 		$219K Buy
+7,042
New +$219K 0.16% 99