SageView Advisory Group’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
2024 Q1	–	Sell	-13,583	Closed	-$431K	–	565
2023 Q4	$431K	Sell	13,583 -2,610	-16%	-$82.8K	0.02%	423
2023 Q3	$457K	Sell	16,193 -2,712	-14%	-$76.5K	0.03%	341
2023 Q2	$544K	Buy	+18,905	New	+$544K	0.03%	336