VisionPoint Advisory 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
2024
Q3
Hold
0
366
2024
Q2
Hold
0
-$16 830
2024
Q1
Sell
-1
Closed -$15 792
2023
Q4
$15 Buy
+1
New +$15 ﹤0.01% 726
2023
Q3
Hold
0
-$14 717
2023
Q2
Hold
0
627