BHWM
Beaird Harris Wealth Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.11M | Sell |
16,885
-466
| -3% | -$30.8K | 0.09% | 60 |
|
|
2024
Q4 | $1.09M | Buy |
17,351
+176
| +1% | +$11.1K | 0.09% | 62 |
|
|
2024
Q3 | $1.19M | Sell |
17,175
-969
| -5% | -$66.9K | 0.1% | 58 |
|
|
2024
Q2 | $1.15M | Sell |
18,144
-2,552
| -12% | -$162K | 0.11% | 55 |
|
|
2024
Q1 | $1.35M | Sell |
20,696
-291
| -1% | -$19K | 0.13% | 49 |
|
|
2023
Q4 | $1.34M | Sell |
20,987
-758
| -3% | -$48.4K | 0.14% | 48 |
|
|
2023
Q3 | $1.25M | Sell |
21,745
-321
| -1% | -$18.4K | 0.15% | 45 |
|
|
2023
Q2 | $1.31M | Sell |
22,066
-3,081
| -12% | -$183K | 0.16% | 42 |
|
|
2023
Q1 | $1.53M | Sell |
25,147
-107
| -0.4% | -$6.52K | 0.28% | 37 |
|
|
2022
Q4 | $1.46M | Sell |
25,254
-8,613
| -25% | -$499K | 0.27% | 36 |
|
|
2022
Q3 | $1.74M | Sell |
33,867
-3,576
| -10% | -$184K | 0.38% | 30 |
|
|
2022
Q2 | $2.19M | Sell |
37,443
-428
| -1% | -$25K | 0.6% | 21 |
|
|
2022
Q1 | $2.6M | Sell |
37,871
-697
| -2% | -$47.8K | 0.94% | 19 |
|
|
2021
Q4 | $2.84M | Buy |
+38,568
| New | +$2.84M | 1.04% | 12 |
|