de Creative Planning WisdomTree International SmallCap Dividend Fund DLS Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 3.37 M | Vender |
40,180
-183
| -0.5% | -USD 15.8 k | ﹤0.01% | 1695 |
|
|
2026
Q1 | USD 3.29 M | Comprar |
40,363
+912
| +2% | +USD 77.1 k | ﹤0.01% | 1501 |
|
|
2025
Q4 | USD 3.2 M | Comprar |
39,451
+2,225
| +6% | +USD 176 k | ﹤0.01% | 1342 |
|
|
2025
Q3 | USD 2.96 M | Vender |
37,226
-4,465
| -11% | -USD 348 k | ﹤0.01% | 1235 |
|
|
2025
Q2 | USD 3.13 M | Vender |
41,691
-4,209
| -9% | -USD 295 k | ﹤0.01% | 1003 |
|
|
2025
Q1 | USD 3.03 M | Vender |
45,900
-797
| -2% | -USD 51.9 k | ﹤0.01% | 928 |
|
|
2024
Q4 | USD 2.94 M | Comprar |
46,697
+390
| +0.8% | +USD 25.4 k | ﹤0.01% | 909 |
|
|
2024
Q3 | USD 3.2 M | Comprar |
46,307
+890
| +2% | +USD 59 k | ﹤0.01% | 830 |
|
|
2024
Q2 | USD 2.88 M | Vender |
45,417
-309
| -0.7% | -USD 20 k | ﹤0.01% | 834 |
|
|
2024
Q1 | USD 2.98 M | Vender |
45,726
-2,818
| -6% | -USD 179 k | ﹤0.01% | 803 |
|
|
2023
Q4 | USD 3.1 M | Comprar |
48,544
+738
| +2% | +USD 43.2 k | 0.01% | 728 |
|
|
2023
Q3 | USD 2.75 M | Vender |
47,806
-543
| -1% | -USD 32.5 k | ﹤0.01% | 722 |
|
|
2023
Q2 | USD 2.87 M | Comprar |
48,349
+6
| +0% | +USD 366 | ﹤0.01% | 683 |
|
|
2023
Q1 | USD 2.95 M | Vender |
48,343
-707
| -1% | -USD 43.3 k | ﹤0.01% | 647 |
|
|
2022
Q4 | USD 2.84 M | Comprar |
49,050
+14,747
| +43% | +USD 819 k | ﹤0.01% | 639 |
|
|
2022
Q3 | USD 1.76 M | Vender |
34,303
-13,693
| -29% | -USD 797 k | ﹤0.01% | 743 |
|
|
2022
Q2 | USD 2.8 M | Comprar |
47,996
+9,113
| +23% | +USD 582 k | ﹤0.01% | 602 |
|
|
2022
Q1 | USD 2.67 M | Vender |
38,883
-148
| -0.4% | -USD 10.4 k | ﹤0.01% | 634 |
|
|
2021
Q4 | USD 2.88 M | Comprar |
39,031
+66
| +0.2% | +USD 4.86 k | ﹤0.01% | 577 |
|
|
2021
Q3 | USD 2.89 M | Comprar |
38,965
+1,079
| +3% | +USD 82.1 k | 0.01% | 567 |
|
|
2021
Q2 | USD 2.83 M | Vender |
37,886
-7,111
| -16% | -USD 537 k | 0.01% | 561 |
|
|
2021
Q1 | USD 3.25 M | Comprar |
44,997
+3,347
| +8% | +USD 237 k | 0.01% | 537 |
|
|
2020
Q4 | USD 2.84 M | Comprar |
41,650
+236
| +0.6% | +USD 15 k | 0.01% | 537 |
|
|
2020
Q3 | USD 2.48 M | Comprar |
41,414
+4,134
| +11% | +USD 243 k | 0.01% | 487 |
|
|
2020
Q2 | USD 2.07 M | Comprar |
37,280
+14,806
| +66% | +USD 783 k | 0.01% | 483 |
|
|
2020
Q1 | USD 1.08 M | Comprar |
22,474
+13,841
| +160% | +USD 862 k | ﹤0.01% | 612 |
|
|
2019
Q4 | USD 614 k | Vender |
8,633
-1,081
| -11% | -USD 72.9 k | ﹤0.01% | 1003 |
|
|
2019
Q3 | USD 617 k | Comprar |
9,714
+2,260
| +30% | +USD 143 k | ﹤0.01% | 957 |
|
|
2019
Q2 | USD 485 k | Comprar |
7,454
+163
| +2% | +USD 10.7 k | ﹤0.01% | 1095 |
|
|
2019
Q1 | USD 480 k | Vender |
7,291
-5,785
| -44% | -USD 375 k | ﹤0.01% | 1046 |
|
|
2018
Q4 | USD 789 k | Comprar |
13,076
+6,236
| +91% | +USD 404 k | ﹤0.01% | 768 |
|
|
2018
Q3 | USD 487 k | Comprar |
6,840
+2,058
| +43% | +USD 147 k | ﹤0.01% | 1090 |
|
|
2018
Q2 | USD 344 k | Vender |
4,782
-983
| -17% | -USD 74.9 k | ﹤0.01% | 1284 |
|
|
2018
Q1 | USD 441 k | Vender |
5,765
-265
| -4% | -USD 20.6 k | ﹤0.01% | 1141 |
|
|
2017
Q4 | USD 463 k | Vender |
6,030
-815
| -12% | -USD 61 k | ﹤0.01% | 1126 |
|
|
2017
Q3 | USD 506 k | Comprar |
6,845
+77
| +1% | +USD 5.54 k | ﹤0.01% | 1054 |
|
|
2017
Q2 | USD 471 k | Vender |
6,768
-1,280
| -16% | -USD 87.6 k | ﹤0.01% | 1044 |
|
|
2017
Q1 | USD 527 k | Comprar |
8,048
+18
| +0.2% | +USD 1.15 k | ﹤0.01% | 957 |
|
|
2016
Q4 | USD 482 k | Comprar |
8,030
+1,127
| +16% | +USD 67.6 k | ﹤0.01% | 943 |
|
|
2016
Q3 | USD 424 k | Comprar |
6,903
+4,944
| +252% | +USD 294 k | ﹤0.01% | 979 |
|
|
2016
Q2 | USD 110 k | Comprar |
1,959
+227
| +13% | +USD 13.4 k | ﹤0.01% | 1616 |
|
|
2016
Q1 | USD 102 k | Vender |
1,732
-332
| -16% | -USD 18.4 k | ﹤0.01% | 1619 |
|
|
2015
Q4 | USD 120 k | Comprar |
2,064
+495
| +32% | +USD 28.7 k | ﹤0.01% | 1520 |
|
|
2015
Q3 | USD 87 k | Comprar |
+1,569
| Nuevas | +USD 91.4 k | ﹤0.01% | 1665 |
|
|
2015
Q2 | – | Vender |
-980
| Cerradas | -USD 58 k | – | 1560 |
|
|
2015
Q1 | USD 58 k | Comprar |
980
+18
| +2% | +USD 1.04 k | ﹤0.01% | 1921 |
|
|
2014
Q4 | USD 53 k | Vender |
962
-1,568
| -62% | -USD 89.3 k | ﹤0.01% | 1974 |
|
|
2014
Q3 | USD 150 k | Comprar |
2,530
+1,413
| +126% | +USD 89.5 k | ﹤0.01% | 1224 |
|
|
2014
Q2 | USD 72 k | Vender |
1,117
-398
| -26% | -USD 25.8 k | ﹤0.01% | 1643 |
|
|
2014
Q1 | USD 99 k | Comprar |
1,515
+636
| +72% | +USD 40.4 k | ﹤0.01% | 1405 |
|
|
2013
Q4 | USD 55 k | Mantener |
879
| – | – | ﹤0.01% | 1543 |
|
|
2013
Q3 | USD 53 k | Vender |
879
-1,071
| -55% | -USD 60.9 k | ﹤0.01% | 1471 |
|
|
2013
Q2 | USD 102 k | Comprar |
+1,950
| Nuevas | +USD 109 k | ﹤0.01% | 979 |
|
Otros fondos que tienen DLS en su cartera
Posición de Creative Planning en DLS: resumen de T2 2026
Creative Planning redujo su participación en WisdomTree International SmallCap Dividend Fund (DLS) en 0.45% durante T2 2026, al vender acciones por un valor estimado de USD 15.8 k, y conservó 40,180 acciones valuadas en USD 3.37 M. La posición representa ﹤0.01% de la cartera y ocupa el puesto #1695.
Creative Planning reportó por primera vez una posición en DLS en T2 2013 y la ha mantenido durante 52 trimestres desde entonces. Al cierre de T2 2026, 206 fondos que sigue Wall St. Rank mantienen una posición en DLS.
- Al cierre de T2 2026, Creative Planning tenía 40,180 acciones de WisdomTree International SmallCap Dividend Fund con un valor de USD 3.37 M.
- Creative Planning vendió 183 acciones de WisdomTree International SmallCap Dividend Fund en T2 2026, por un valor estimado de USD 15.8 k.
- WisdomTree International SmallCap Dividend Fund representó ﹤0.01% de la cartera de Creative Planning en T2 2026 y fue su posición número 1695.
- Creative Planning reportó por primera vez una posición en WisdomTree International SmallCap Dividend Fund en T2 2013 y la ha mantenido durante 52 trimestres desde entonces.
- Al cierre de T2 2026, 206 fondos que sigue Wall St. Rank tenían WisdomTree International SmallCap Dividend Fund en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.