Bruce G. Allen Investments’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
14,221
+43
| +0.3% | +$3.23K | 0.81% | 15 |
|
|
2025
Q1 | $936K | Buy |
14,178
+44
| +0.3% | +$2.9K | 0.74% | 16 |
|
|
2024
Q4 | $890K | Sell |
14,134
-170
| -1% | -$10.7K | 0.72% | 16 |
|
|
2024
Q3 | $988K | Buy |
14,304
+90
| +0.6% | +$6.22K | 0.77% | 18 |
|
|
2024
Q2 | $902K | Buy |
14,214
+221
| +2% | +$14K | 0.76% | 19 |
|
|
2024
Q1 | $913K | Buy |
13,993
+546
| +4% | +$35.6K | 0.75% | 19 |
|
|
2023
Q4 | $859K | Buy |
+13,447
| New | +$859K | 0.78% | 18 |
|