Stonebridge Financial Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-730	Closed	-$23.3K	–	398
2025 Q1	$23.3K	Buy	730 +3	+0.4%	+$96	﹤0.01%	473
2024 Q4	$25K	Buy	+727	New	+$25K	﹤0.01%	468