Rockingstone Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Rockingstone 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 Q3	$305K	Hold
2025 Q2	$288K	Hold
2025 Q1	$290K	Sell
2024 Q4	$346K	Buy
2024 Q3	$261K	Buy
2024 Q2	$218K	Hold
2024 Q1	$229K	Hold
2023 Q4	$225K	Buy
2023 Q3	–	Sell
2023 Q2	$202K	Buy