BlackDiamond Wealth Management’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
2023 Q1	–	Sell	-24,690	Closed	-$731K	–	117
2022 Q4	$731K	Buy	24,690 +2,006	+9%	+$59.4K	0.83%	29
2022 Q3	$642K	Buy	+22,684	New	+$642K	0.77%	28