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Cyndeo Wealth Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Cyndeo Wealth Partners’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 		– Sell
-10,254
Closed -$328K – 471
2025
Q1 		$328K Hold
10,254
– – 0.02% 355
2024
Q4 		$352K Buy
+10,254
New +$352K 0.02% 348