Clear Point Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-224	Closed	-$7.72K	–	212
2024 Q3	$7.72K	Buy	224 +2	+0.9%	+$69	0.01%	356
2024 Q2	$6.93K	Buy	222 +2	+0.9%	+$62	0.01%	363
2024 Q1	$7.2K	Buy	220 +1	+0.5%	+$33	0.01%	358
2023 Q4	$7.05K	Buy	+219	New	+$7.05K	0.01%	342