Wealthcare Capital 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
2025
Q2
$642K Buy
20,222
+2,777
+16% +$88.2K 0.32% 56
2025
Q1
$558K Buy
17,445
+3,043
+21% +$97.3K 0.29% 58
2024
Q4
$495K Buy
+14,402
New +$495K 0.26% 57