Abundance Wealth Counselors’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
2025
Q3
$490K Hold
2025
Q2
$462K Sell
2025
Q1
$466K Buy
2024
Q4
$480K Sell
2024
Q3
$484K Buy
2024
Q2
$363K Buy
2024
Q1
$267K Buy