ACG Wealth’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

ACG Wealth’s Portfolio DES Stock Details DES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell
2022 Q2	$5K	Buy
2020 Q2	–	Sell
2020 Q1	$198K	Buy
2019 Q4	$306K	Buy