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

SGL Investment Advisors’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$591K Buy
17,967
+1,859
+12% +$61.1K 0.28% 69
2025
Q1 		$498K Buy
16,108
+3,213
+25% +$99.4K 0.26% 70
2024
Q4 		$439K Sell
12,895
-286
-2% -$9.73K 0.22% 75
2024
Q3 		$477K Buy
+13,181
New +$477K 0.24% 73