Meridian 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
2024 Q3	–	Sell	-136,987	Closed	-$4.27M	–	629
2024 Q2	$4.27M	Buy	+136,987	New	+$4.27M	0.51%	47
2024 Q1	–	Sell	-136,790	Closed	-$4.4M	–	264
2023 Q4	$4.4M	Buy	+136,790	New	+$4.4M	0.28%	80