Berger Financial Group’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
Q3 | $221K | Buy |
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|
2025
Q2 | $209K | Sell |
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|
2025
Q1 | $235K | Sell |
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|
2024
Q4 | $262K | Hold |
|
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|
2024
Q3 | $287K | Hold |
|
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|
2024
Q2 | $264K | Hold |
|
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|
2024
Q1 | $271K | Hold |
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|
2023
Q4 | $266K | Sell |
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|
2023
Q3 | $275K | Hold |
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|
2023
Q2 | $284K | Hold |
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|
2023
Q1 | $291K | Hold |
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|
2022
Q4 | $277K | Buy |
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|
2022
Q3 | $245K | Sell |
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|
2022
Q2 | $344K | Hold |
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|
2022
Q1 | $405K | Sell |
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|
2021
Q4 | $470K | Sell |
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|
2021
Q3 | $490K | Buy |
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|
2021
Q2 | $443K | Hold |
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|
2021
Q1 | $428K | Hold |
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|
2020
Q4 | $404K | Buy |
|