M Holdings Securities’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

M Holdings Securities’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
2025 Q4	$493K	Buy
2025 Q3	–	Sell
2025 Q2	$484K	Buy
2020 Q2	–	Sell
2020 Q1	$354K	Buy
2018 Q1	–	Sell
2017 Q4	$1.07M	Buy
2017 Q2	–	Sell
2017 Q1	$276K	Buy
2016 Q4	$224K	Buy