Continuum Advisory’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Continuum Advisory’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	–	Sell
2025 Q1	$131K	Buy
2024 Q4	$138K	Hold
2024 Q3	$146K	Hold
2024 Q2	$125K	Hold
2024 Q1	$130K	Buy