Avantax Advisory Services’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 | $706K | Sell |
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|
2025
Q1 | $657K | Buy |
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|
2024
Q4 | $601K | Buy |
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|
2024
Q3 | $463K | Buy |
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|
2024
Q2 | $415K | Buy |
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|
2024
Q1 | $368K | Buy |
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|
2023
Q4 | $360K | Buy |
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|
2023
Q3 | $239K | Buy |
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|
2023
Q2 | $217K | Sell |
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|
2023
Q1 | $250K | Sell |
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|
2022
Q4 | $379K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $5.62M | Sell |
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|
2021
Q3 | $5.74M | Buy |
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|
2021
Q2 | $5.69M | Buy |
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|
2021
Q1 | $5.38M | Buy |
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|
2020
Q4 | $4.86M | Sell |
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|
2020
Q3 | $4.96M | Buy |
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|
2020
Q2 | $4.13M | Buy |
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|
2020
Q1 | $3.4M | Sell |
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|
2019
Q4 | $5.13M | Buy |
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