BRWM
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$1.55M Sell
48,593
-1,663
-3% -$53.2K 1.32% 20
2024
Q4 		$1.73M Buy
+50,256
New +$1.73M 1.81% 15