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

ORG Partners’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	$49.7K	Hold
2025 Q2	$48K	Hold
2025 Q1	$47.3K	Hold
2024 Q4	$50.7K	Hold
2024 Q3	$50.9K	Buy
2024 Q2	$36.3K	Buy
2024 Q1	–	Sell
2023 Q4	$37.8K	Buy
2023 Q3	$33K	Buy