Arkadios Wealth Advisors’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
2021 Q4	–	Sell	-2,677	Closed	-$82K	–	841
2021 Q3	$82K	Buy	2,677 +143	+6%	+$4.38K	0.01%	737
2021 Q2	$80K	Buy	2,534 +2,051	+425%	+$64.8K	0.01%	792
2021 Q1	$15K	Buy	483 +1	+0.2%	+$31	﹤0.01%	1055
2020 Q4	$12K	Buy	+482	New	+$12K	﹤0.01%	906