CSWM
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Cassady Schiller Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Cassady Schiller 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
2022
Q1 		– Sell
-600
Closed -$20K – 226
2021
Q4 		$20K Buy
+600
New +$20K 0.01% 271