Opal Wealth 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
Q3
Sell
-749
Closed -$23.3K 432
2024
Q2
$23.3K Hold
749
0.01% 472
2024
Q1
$24.5K Buy
+749
New +$24.5K 0.01% 229