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NorthRock Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

NorthRock Partners’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$66.8K Sell
2,105
-1,445
-41% -$45.9K ﹤0.01% 744
2025
Q1 		$113K Buy
3,550
+2,453
+224% +$78.4K ﹤0.01% 616
2024
Q4 		$37.7K Buy
1,097
+4
+0.4% +$138 ﹤0.01% 663
2024
Q3 		$37.7K Buy
1,093
+4
+0.4% +$138 ﹤0.01% 706
2024
Q2 		$33.9K Buy
+1,089
New +$33.9K ﹤0.01% 688