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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$205K Hold
2024
Q4
$220K Sell
2024
Q3
$235K Hold
2024
Q2
$213K Hold
2024
Q1
$223K Buy