MAI Capital Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

MAI Capital Management’s Portfolio DES Stock Details DES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$322K	Sell
2025 Q1	$334K	Buy
2024 Q4	$306K	Sell
2024 Q3	$307K	Sell
2024 Q2	$284K	Buy
2024 Q1	$297K	Buy