Northwest Financial Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-989	Closed	-$34.1K	–	204
2024 Q3	$34.1K	Buy	+989	New	+$34.1K	0.03%	265
2024 Q1	–	Sell	-925	Closed	-$29.8K	–	184
2023 Q4	$29.8K	Buy	+925	New	+$29.8K	0.03%	264