Plante Moran Financial Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,668	Closed	-$45K	–	817
2017 Q2	$45K	Buy	1,668 +168	+11%	+$4.53K	0.03%	335
2017 Q1	$40K	Buy	1,500 +63	+4%	+$1.68K	0.02%	357
2016 Q4	$40K	Buy	1,437 +987	+219%	+$27.5K	0.02%	365
2016 Q3	$11K	Buy	+450	New	+$11K	0.01%	579