Marion Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-8,043	Closed	-$227K	–	103
2022 Q2	$227K	Sell	8,043 -1,735	-18%	-$49K	0.12%	96
2022 Q1	$312K	Sell	9,778 -336	-3%	-$10.7K	0.15%	84
2021 Q4	$332K	Buy	+10,114	New	+$332K	0.16%	85