Wrenne Financial Planning’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Wrenne Financial Planning’s Portfolio DES Stock Details DES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$207K	Hold
2025 Q1	$208K	Sell
2024 Q4	$223K	Hold
2024 Q3	$224K	Hold
2024 Q2	$203K	Buy