Meridian Investment Counsel’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
2025
Q2
$222K Hold
7,000
0.06% 213
2025
Q1
$224K Hold
7,000
0.07% 203
2024
Q4
$240K Buy
+7,000
New +$240K 0.07% 198