HAP
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Harbor Asset Planning’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Harbor Asset Planning’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 		$17.4K Buy
+548
New +$17.4K 0.02% 289