KWA
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Kondo Wealth Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Kondo Wealth Advisors’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$813K Buy
25,001
+486
+2% +$15.8K 0.36% 32
2025
Q1 		$784K Sell
24,515
-694
-3% -$22.2K 0.39% 29
2024
Q4 		$866K Buy
+25,209
New +$866K 0.44% 29