Kavar Capital Partners Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$476K Buy
2019
Q3
Sell
2019
Q2
$49K Buy
2018
Q3
Sell
2018
Q2
$53K Hold
2018
Q1
$49K Buy