Novak Financial Planning’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
2021 Q2	$267K	Sell	8,361 -2,525	-23%	-$80.6K	0.13%	106
2021 Q1	$339K	Sell	10,886 -148	-1%	-$4.61K	0.19%	93
2020 Q4	$294K	Buy	+11,034	New	+$294K	0.17%	96