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Axis Wealth Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Axis Wealth Partners’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 		$201K Sell
6,344
-336
-5% -$10.7K 0.13% 144
2025
Q1 		$214K Sell
6,680
-39
-0.6% -$1.25K 0.16% 134
2024
Q4 		$231K Buy
+6,719
New +$231K 0.19% 125