MAM
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Milestone Asset Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Milestone Asset Management’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,206
Closed -$213K – 214
2024
Q4 		$213K Buy
+6,206
New +$213K 0.05% 212