WFP
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$207K Hold
6,504
– – 0.1% 45
2025
Q1 		$208K Sell
6,504
-1
-0% -$32 0.11% 43
2024
Q4 		$223K Hold
6,505
– – 0.13% 39
2024
Q3 		$224K Hold
6,505
– – 0.13% 40
2024
Q2 		$203K Buy
+6,505
New +$203K 0.14% 39