BA
Bellwether Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92K | Hold |
1,225
| – | – | 0.02% | 180 |
|
|
2025
Q1 | $80.9K | Hold |
1,225
| – | – | 0.02% | 192 |
|
|
2024
Q4 | $77.1K | Buy |
+1,225
| New | +$77.1K | 0.01% | 199 |
|
|
2023
Q2 | – | Sell |
-1,225
| Closed | -$74.7K | – | 190 |
|
|
2023
Q1 | $74.7K | Hold |
1,225
| – | – | 0.02% | 165 |
|
|
2022
Q4 | $71K | Hold |
1,225
| – | – | 0.02% | 169 |
|
|
2022
Q3 | $63K | Hold |
1,225
| – | – | 0.02% | 139 |
|
|
2022
Q2 | $71K | Hold |
1,225
| – | – | 0.02% | 144 |
|
|
2022
Q1 | $84K | Sell |
1,225
-18
| -1% | -$1.23K | 0.03% | 165 |
|
|
2021
Q4 | $91K | Buy |
+1,243
| New | +$91K | 0.03% | 157 |
|