Rothschild Investment LLC’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 Q2	$4.77K	Buy	150 +1	+0.7%	+$32	﹤0.01%	1534
2025 Q1	$4.77K	Buy	149 +75	+101%	+$2.4K	﹤0.01%	1458
2024 Q4	$2.53K	Buy	74 +1	+1%	+$34	﹤0.01%	1659
2024 Q3	$2.53K	Hold	73	–	–	﹤0.01%	1606
2024 Q2	$2.27K	Buy	+73	New	+$2.27K	﹤0.01%	1353