EW
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Element Wealth’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Element Wealth’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
Q1 		– Sell
-138
Closed -$4.74K – 170
2024
Q4 		$4.74K Hold
138
– – ﹤0.01% 264
2024
Q3 		$4.76K Hold
138
– – ﹤0.01% 260
2024
Q2 		$4.3K Buy
+138
New +$4.3K ﹤0.01% 265