H&H Retirement Design & Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

H&H Retirement Design & Management’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	$5.57M	Buy
2025 Q1	$4.5M	Buy
2024 Q4	$5.19M	Buy
2024 Q3	$5.32M	Buy
2024 Q2	$5M	Buy
2024 Q1	$4.47M	Sell
2023 Q4	$4.93M	Buy
2023 Q3	$4.29M	Buy
2023 Q2	$4.62M	Sell
2023 Q1	$4.45M	Buy