SSWM
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Sheets Smith Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Sheets Smith Wealth Management’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-57
Closed -$1.61K – 370
2023
Q3 		$1.61K Buy
+57
New +$1.61K ﹤0.01% 481