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Regent Peak Wealth Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Regent Peak Wealth Advisors’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-648
Closed -$17K – 347
2020
Q4 		$17K Buy
+648
New +$17K 0.01% 478