AssuredPartners Investment 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
2025 Q2	–	Sell	-15,564	Closed	-$497K	–	263
2025 Q1	$497K	Sell	15,564 -1,310	-8%	-$41.9K	0.1%	199
2024 Q4	$580K	Buy	+16,874	New	+$580K	0.11%	182