Moneta Group Investment Advisors’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
2020 Q1	–	Sell	-907	Closed	-$26K	–	249
2019 Q4	$26K	Sell	907 -43	-5%	-$1.23K	﹤0.01%	268
2019 Q3	$26K	Buy	+950	New	+$26K	﹤0.01%	268