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Paragon Private Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Paragon Private Wealth Management’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 		$801K Buy
25,233
+7,058
+39% +$224K 0.32% 91
2025
Q1 		$581K Buy
+18,175
New +$581K 0.27% 104