BFG
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Bleakley Financial Group’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Bleakley Financial Group’s Portfolio DLS Stock Details DLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,410
Closed -$404K – 631
2024
Q4 		$404K Hold
6,410
– – 0.01% 679
2024
Q3 		$443K Hold
6,410
– – 0.01% 629
2024
Q2 		$407K Hold
6,410
– – 0.01% 671
2024
Q1 		$418K Buy
6,410
+1,138
+22% +$72.1K 0.01% 664
2023
Q4 		$337K Buy
+5,272
New +$308K 0.01% 703

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LI
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CCA
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MCM
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CWM
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