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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	$703K	Sell
2019 Q1	$719K	Buy
2018 Q4	$582K	Buy