PSFG
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Park Square Financial Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Park Square Financial Group’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 		$1.3K Buy
41
+4
+11% +$127 ﹤0.01% 937
2025
Q1 		$1.18K Hold
37
– – ﹤0.01% 895
2024
Q4 		$1.27K Buy
+37
New +$1.27K ﹤0.01% 884