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

New Insight 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 Q3	$311K	Sell
2025 Q2	$370K	Sell
2025 Q1	$502K	Buy
2024 Q4	$506K	Buy
2024 Q3	$250K	Buy
2024 Q2	$222K	Sell
2024 Q1	$251K	Buy
2023 Q4	$204K	Buy