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

Focus Partners Wealth’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 		$1.76M Buy
2025
Q1 		$1.77M Buy
2024
Q4 		$1.75M Buy
2024
Q3 		$411K Buy
2024
Q2 		$288K Buy
2024
Q1 		$300K Buy