Bannerman Wealth Management Group’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$300K	Sell	3,994 -197	-5%	-$14.8K	0.23%	33
2025 Q1	$277K	Buy	4,191 +66	+2%	+$4.36K	0.23%	29
2024 Q4	$260K	Buy	+4,125	New	+$260K	0.21%	29