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Triad Wealth Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Triad Wealth Partners’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-200
Closed -$6.23K – 253
2024
Q2 		$6.23K Buy
+200
New +$6.23K ﹤0.01% 522