HWM
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Highwater Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Highwater Wealth Management’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-8,847
Closed -$222K – 33
2016
Q3 		$222K Buy
+8,847
New +$222K 1.24% 30