Robinson Smith Wealth Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Robinson Smith Wealth Advisors’s Portfolio DES Stock Details DES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$453K	Hold
2025 Q1	$456K	Sell
2024 Q4	$561K	Hold
2024 Q3	$564K	Sell
2024 Q2	$584K	Hold
2024 Q1	$612K	Hold
2023 Q4	$603K	Buy