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Asset Planning Inc’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Asset Planning Inc’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 		$33.3K Hold
1,050
– – 0.03% 177
2025
Q1 		$33.6K Hold
1,050
– – 0.03% 175
2024
Q4 		$36.1K Buy
+1,050
New +$36.1K 0.03% 171