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

Schechter Investment Advisors’s Portfolio DES Stock Details DES Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$418K Hold
13,070
– – 0.03% 409
2024
Q4 		$449K Hold
13,070
– – 0.03% 410
2024
Q3 		$451K Hold
13,070
– – 0.03% 422
2024
Q2 		$407K Hold
13,070
– – 0.03% 415
2024
Q1 		$427K Buy
+13,070
New +$427K 0.03% 413