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

Schechter Investment 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 Q1	$418K	Hold
2024 Q4	$449K	Hold
2024 Q3	$451K	Hold
2024 Q2	$407K	Hold
2024 Q1	$427K	Buy