JWM
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Jeppson Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Jeppson Wealth Management’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-112
Closed -$2K – 203
2020
Q3 		$2K Buy
+112
New +$2K ﹤0.01% 481