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

Integrated Wealth Concepts’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
2025 Q3	$792K	Buy
2024 Q1	–	Sell
2023 Q4	$269K	Sell
2023 Q3	$252K	Sell
2023 Q2	$267K	Sell
2023 Q1	$287K	Buy
2022 Q4	$241K	Buy
2022 Q1	–	Sell
2021 Q4	$415K	Sell
2021 Q3	$410K	Buy