Monterey Private Wealth’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Monterey Private Wealth’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 Q1	–	Sell
2024 Q4	$201K	Buy
2021 Q1	–	Sell
2020 Q4	$834K	Sell
2020 Q3	$838K	Sell
2020 Q2	$927K	Sell
2020 Q1	$848K	Sell
2019 Q4	$1.42M	Buy