Moneta Group Investment Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Moneta Group Investment Advisors’s Portfolio DES Stock Details DES Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.2M	Buy
2020 Q1	–	Sell
2019 Q4	$26K	Sell
2019 Q3	$26K	Buy