AllSquare 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 | $547K | Hold |
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|
2025
Q1 | $480K | Sell |
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|
2024
Q4 | $477K | Hold |
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|
2024
Q3 | $523K | Sell |
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|
2024
Q2 | $493K | Sell |
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|
2024
Q1 | $513K | Hold |
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|
2023
Q4 | $502K | Hold |
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|
2023
Q3 | $452K | Sell |
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|
2023
Q2 | $495K | Hold |
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|
2023
Q1 | $509K | Hold |
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|
2022
Q4 | $484K | Hold |
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|
2022
Q3 | $430K | Hold |
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|
2022
Q2 | $488K | Buy |
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|
2022
Q1 | $545K | Hold |
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|
2021
Q4 | $585K | Hold |
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|
2021
Q3 | $590K | Hold |
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|
2021
Q2 | $593K | Sell |
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|
2021
Q1 | $609K | Hold |
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|
2020
Q4 | $574K | Hold |
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|
2020
Q3 | $505K | Sell |
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|
2020
Q2 | $482K | Sell |
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|
2020
Q1 | $516K | Hold |
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|
2019
Q4 | $764K | Buy |
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|
2019
Q3 | $645K | Sell |
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|
2019
Q2 | $670K | Hold |
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|
2019
Q1 | $678K | Sell |
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|
2018
Q4 | $628K | Sell |
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|
2018
Q3 | $668K | Sell |
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|
2018
Q2 | $676K | Sell |
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|
2018
Q1 | $718K | Sell |
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|
2017
Q4 | $724K | Buy |
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|
2017
Q3 | $697K | Buy |
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|
2017
Q2 | $656K | Buy |
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|
2017
Q1 | $617K | Buy |
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|
2016
Q4 | $569K | Sell |
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|
2016
Q3 | $615K | Buy |
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|
2016
Q2 | $563K | Sell |
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|
2016
Q1 | $649K | Sell |
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|
2015
Q4 | $707K | Buy |
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|
2015
Q3 | $681K | Sell |
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|
2015
Q2 | $780K | Sell |
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|
2015
Q1 | $867K | Buy |
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|
2014
Q4 | $822K | Buy |
|