CWC
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Carolinas Wealth Consulting’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Carolinas Wealth Consulting’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
Q1 		– Sell
-72
Closed -$2.33K – 1066
2023
Q4 		$2.33K Buy
+72
New +$2.33K ﹤0.01% 723