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

Clearstead Advisors’s Portfolio DES Stock Details DES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$667K	Sell
2025 Q1	$716K	Buy
2024 Q4	$727K	Sell
2024 Q3	$737K	Buy
2024 Q2	$643K	Buy