Infinity Wealth Counsel’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$402K Buy
12,660
+1,530
+14% +$48.6K 0.41% 44
2025
Q1
$356K Hold
11,130
0.38% 44
2024
Q4
$382K Buy
+11,130
New +$382K 0.41% 43