Columbia River Financial Group’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
2025 Q2	$636K	Sell	20,062 -2,810	-12%	-$89.1K	0.41%	34
2025 Q1	$731K	Sell	22,872 -397	-2%	-$12.7K	0.49%	33
2024 Q4	$799K	Buy	+23,269	New	+$799K	0.55%	31