Strategic Wealth Partners’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
2019 Q1	–	Sell	-2,086	Closed	-$57K	–	773
2018 Q4	$57K	Sell	2,086 -391	-16%	-$10.7K	0.03%	215
2018 Q3	$74K	Hold	2,477	–	–	0.04%	202
2018 Q2	$73K	Buy	2,477 +61	+3%	+$1.8K	0.04%	224
2018 Q1	$66K	Buy	+2,416	New	+$66K	0.03%	223