Atria Wealth Solutions’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,545
| Closed | -$521K | – | 1888 |
|
|
2023
Q1 | $521K | Hold |
8,545
| – | – | 0.01% | 1106 |
|
|
2022
Q4 | $495K | Hold |
8,545
| – | – | 0.01% | 1079 |
|
|
2022
Q3 | $440K | Hold |
8,545
| – | – | 0.01% | 1084 |
|
|
2022
Q2 | $499K | Buy |
8,545
+3,775
| +79% | +$220K | 0.01% | 951 |
|
|
2022
Q1 | $327K | Buy |
+4,770
| New | +$327K | 0.01% | 1272 |
|