PSG
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Planning Solutions Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Planning Solutions 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
2019
Q2 		$703K Sell
25,937
-178
-0.7% -$4.83K 0.36% 55
2019
Q1 		$719K Buy
26,115
+2,379
+10% +$65.5K 0.39% 52
2018
Q4 		$582K Buy
+23,736
New +$582K 0.35% 59