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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-7,630	Closed	-$215K	–	77
2022 Q2	$215K	Sell	7,630 -5,897	-44%	-$166K	0.17%	80
2022 Q1	$431K	Sell	13,527 -1,744	-11%	-$55.6K	0.34%	51
2021 Q4	$502K	Buy	+15,271	New	+$502K	0.45%	40