Redmont Wealth 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
2025
Q1
$543 Buy
+17
New +$543 ﹤0.01% 169
2024
Q4
Sell
-17
Closed -$586 128
2024
Q3
$586 Hold
17
﹤0.01% 309
2024
Q2
$530 Buy
+17
New +$530 ﹤0.01% 327