HIW
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Holos Integrated Wealth’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Holos Integrated Wealth’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 		$25.9K Hold
810
– – 0.02% 146
2025
Q1 		$25.9K Hold
810
– – 0.02% 144
2024
Q4 		$27.8K Buy
+810
New +$27.8K 0.02% 135