Blue Rock Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Blue Rock Wealth Management’s Portfolio DES Stock Details DES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$480K	Sell
2025 Q2	$724K	Sell
2025 Q1	$1.55M	Sell
2024 Q4	$1.73M	Buy