MSS
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Mitchell Sinkler & Starr’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Mitchell Sinkler & Starr’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
-4,478
Closed -$154K – 155
2024
Q4 		$154K Hold
4,478
– – 0.04% 159
2024
Q3 		$154K Hold
4,478
– – 0.04% 159
2024
Q2 		$151K Hold
4,478
– – 0.04% 154
2024
Q1 		$146K Buy
+4,478
New +$146K 0.04% 161