CCM
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Collar Capital Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Collar Capital 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
2025
Q2 		$508K Sell
15,993
-990
-6% -$31.4K 0.43% 54
2025
Q1 		$543K Sell
16,983
-1,840
-10% -$58.8K 0.49% 54
2024
Q4 		$647K Buy
+18,823
New +$647K 0.54% 56