Investment Partners Asset Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Investment Partners Asset Management’s Portfolio DES Stock Details DES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$634K	Buy
2025 Q2	$547K	Buy
2025 Q1	$546K	Buy
2024 Q4	$550K	Buy
2024 Q3	$550K	Sell
2024 Q2	$539K	Sell
2024 Q1	$571K	Sell
2023 Q4	$564K	Buy