Prepared Retirement Institute’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Prepared Retirement Institute’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	$407K	Sell
2025 Q2	$492K	Sell
2025 Q1	$747K	Sell
2024 Q4	$1.51M	Buy
2024 Q3	$1.51M	Sell
2024 Q2	$1.41M	Sell
2024 Q1	$1.54M	Sell
2023 Q4	$1.63M	Buy