Independent Financial Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Independent Financial Group’s Portfolio DES Stock Details DES Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$597K	Sell
2025 Q4	$565K	Buy
2025 Q3	$559K	Buy
2025 Q2	$416K	Sell
2025 Q1	$539K	Buy
2022 Q2	–	Sell
2022 Q1	$200K	Sell
2021 Q4	$212K	Buy