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Silver Oak Securities’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Silver Oak Securities’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 		$339K Sell
10,670
-180
-2% -$5.72K 0.03% 509
2025
Q1 		$346K Buy
10,850
+760
+8% +$24.3K 0.03% 464
2024
Q4 		$345K Buy
+10,090
New +$345K 0.03% 470