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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.05M	Sell	64,501 -3,629	-5%	-$115K	0.51%	47
2025 Q1	$2.18M	Sell	68,130 -100	-0.1%	-$3.2K	0.61%	42
2024 Q4	$2.34M	Buy	+68,230	New	+$2.34M	0.68%	40