Causey Wealth LLC’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Causey Wealth LLC’s Portfolio DES Stock Details DES Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$236K	Sell
2025 Q4	$443K	Sell
2025 Q3	$510K	Sell
2025 Q2	$563K	Sell
2025 Q1	$658K	Sell
2024 Q4	$1.27M	Buy