JWM
DES icon

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

JPL 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
2024
Q2 		$3.29M Buy
105,625
+3,463
+3% +$108K 1.61% 17
2024
Q1 		$3.34M Buy
102,162
+13,061
+15% +$427K 1.84% 10
2023
Q4 		$2.87M Buy
+89,101
New +$2.87M 2.06% 6