AE Wealth Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Sell |
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|
2025
Q1 | $105K | Sell |
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|
2024
Q4 | $110K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $6.35M | Buy |
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|
2023
Q3 | $4.91M | Buy |
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|
2023
Q2 | $4.9M | Buy |
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|
2023
Q1 | $4.58M | Buy |
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|
2022
Q4 | $4.02M | Buy |
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|
2022
Q3 | $3.35M | Buy |
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|
2022
Q2 | $2.67M | Buy |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $304K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $964K | Buy |
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