AWM
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Accredited Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Accredited Wealth Management’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-500
Closed -$16K – 378
2025
Q1 		$16K Hold
500
– – 0.01% 202
2024
Q4 		$17.2K Buy
+500
New +$17.2K 0.02% 207