Mowery & Schoenfeld Wealth Management’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,196	Closed	-$164K	–	170
2023 Q4	$164K	Buy	+2,196	New	+$164K	0.33%	41