BPWA
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Beacon Pointe Wealth Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q4 		$1.07M Sell
37,192
-7,106
-16% -$204K 0.2% 97
2019
Q3 		$1.22M Buy
44,298
+3,639
+9% +$99.8K 0.26% 84
2019
Q2 		$1.1M Buy
40,659
+1,167
+3% +$31.6K 0.23% 92
2019
Q1 		$1.09M Sell
39,492
-5,075
-11% -$140K 0.25% 86
2018
Q4 		$1.09M Buy
+44,567
New +$1.09M 0.39% 63