BFWM
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Bright Futures Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Bright Futures 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
2024
Q4 		– Sell
-8,639
Closed -$297K – 152
2024
Q3 		$297K Buy
8,639
+143
+2% +$4.92K 0.14% 169
2024
Q2 		$279K Sell
8,496
-450
-5% -$14.8K 0.15% 161
2024
Q1 		$276K Buy
+8,946
New +$276K 0.15% 161