Private Wealth Advisors (California)’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
2021 Q4	–	Sell	-56,006	Closed	-$1.8M	–	81
2021 Q3	$1.8M	Sell	56,006 -292	-0.5%	-$9.36K	0.43%	39
2021 Q2	$1.8M	Buy	56,298 +3,966	+8%	+$126K	0.55%	38
2021 Q1	$1.63M	Buy	52,332 +11,424	+28%	+$356K	0.55%	33
2020 Q4	$1.15M	Buy	+40,908	New	+$1.15M	0.4%	39