LifePlan Financial Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

LifePlan Financial Group’s Portfolio DES Stock Details DES Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$20K	Buy
2020 Q2	$19K	Hold
2020 Q1	$17K	Hold
2019 Q4	$26K	Hold
2019 Q3	$25K	Hold
2019 Q2	$25K	Sell
2019 Q1	$45K	Hold
2018 Q4	$40K	Hold
2018 Q3	$48K	Hold
2018 Q2	$48K	Hold
2018 Q1	$44K	Buy