Beaird Harris 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 | $1.26M | Sell |
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|
2025
Q1 | $1.11M | Sell |
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|
2024
Q4 | $1.09M | Buy |
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|
2024
Q3 | $1.19M | Sell |
|
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|
2024
Q2 | $1.15M | Sell |
|
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|
2024
Q1 | $1.35M | Sell |
|
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|
2023
Q4 | $1.34M | Sell |
|
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|
2023
Q3 | $1.25M | Sell |
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|
2023
Q2 | $1.31M | Sell |
|
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|
2023
Q1 | $1.53M | Sell |
|
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|
2022
Q4 | $1.46M | Sell |
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|
2022
Q3 | $1.74M | Sell |
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|
2022
Q2 | $2.19M | Sell |
|
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|
2022
Q1 | $2.6M | Sell |
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|
2021
Q4 | $2.84M | Buy |
|