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Dakota Wealth Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Dakota Wealth Management’s Portfolio EES Stock Details EES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6,066
Closed -$258K – 618
2022
Q4 		$258K Buy
+6,066
New +$258K 0.02% 476