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

Pasadena Private Wealth’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	$777K	Buy
2025 Q2	$710K	Buy
2022 Q1	–	Sell
2021 Q4	$5.92M	Buy
2021 Q3	$5.53M	Sell
2021 Q2	$5.83M	Buy
2021 Q1	$4.07M	Buy
2020 Q4	$3.38M	Buy