EWA
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EverSource Wealth Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

EverSource Wealth Advisors’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
-456
Closed -$14.6K – 4269
2025
Q1 		$14.6K Hold
456
– – ﹤0.01% 1882
2024
Q4 		$15.7K Hold
456
– – ﹤0.01% 1757
2024
Q3 		$15.7K Hold
456
– – ﹤0.01% 1610
2024
Q2 		$15.9K Buy
+456
New +$15.9K ﹤0.01% 1613