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Lakewood Asset Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Lakewood Asset 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
2023
Q1 		– Sell
-1,062
Closed -$30K – 146
2022
Q4 		$30K Buy
+1,062
New +$30K 0.02% 213