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

&Partners’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 		$1.91M Buy
59,998
+8,094
+16% +$257K 0.01% 689
2025
Q1 		$1.67M Buy
51,904
+28,507
+122% +$914K 0.02% 612
2024
Q4 		$818K Buy
23,397
+7,029
+43% +$246K 0.01% 854
2024
Q3 		$565K Buy
+16,368
New +$565K 0.01% 809