PWMG
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Provence Wealth Management Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Provence Wealth Management 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
2023
Q4 		$57.9K Hold
1,800
– – 0.03% 212
2023
Q3 		$50.8K Buy
+1,800
New +$50.8K 0.03% 207