RWA
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River Wealth Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

River 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
2019
Q1 		– Sell
-525
Closed -$13K – 223
2018
Q4 		$13K Sell
525
-533
-50% -$13.2K 0.01% 386
2018
Q3 		$31K Buy
1,058
+4
+0.4% +$117 0.01% 336
2018
Q2 		$31K Buy
+1,054
New +$31K 0.01% 315