KWAG
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Kiely Wealth Advisory Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$241K Buy
7,013
+2,539
+57% +$87.1K 0.15% 55
2024
Q3 		$165K Buy
+4,474
New +$165K 0.1% 68