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Apella Capital’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Apella Capital’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 		$841K Sell
25,742
-2,040
-7% -$66.7K 0.02% 243
2025
Q1 		$832K Sell
27,782
-712
-2% -$21.3K 0.03% 208
2024
Q4 		$979K Buy
+28,494
New +$979K 0.04% 164