SageView Advisory Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

SageView Advisory Group’s Portfolio DES Stock Details DES Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$143K	Buy
2024 Q1	–	Sell
2023 Q4	$431K	Sell
2023 Q3	$457K	Sell
2023 Q2	$544K	Buy