Adams Chetwood Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Adams Chetwood Wealth Management’s Portfolio DES Stock Details DES Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$404K	Buy
2021 Q4	$416K	Hold
2021 Q3	$390K	Buy
2021 Q2	$404K	Buy
2021 Q1	$338K	Hold
2020 Q4	$289K	Buy
2020 Q3	$229K	Hold
2020 Q2	$230K	Hold
2020 Q1	$217K	Buy
2019 Q4	$311K	Buy