Navis Wealth Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Navis Wealth Advisors’s Portfolio DES Stock Details DES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$228K	Sell
2025 Q1	$441K	Buy
2024 Q4	$412K	Buy
2024 Q3	$344K	Buy
2024 Q2	$223K	Buy
2024 Q1	$216K	Buy