CAPTRUST Financial Advisors’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
Q2 | $204K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $203K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $285K | Buy |
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|
2022
Q2 | $114K | Buy |
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|
2022
Q1 | $31K | Sell |
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|
2021
Q4 | $127K | Hold |
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|
2021
Q3 | $128K | Buy |
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|
2021
Q2 | $95K | Sell |
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|
2021
Q1 | $113K | Hold |
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|
2020
Q4 | $107K | Buy |
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|
2020
Q3 | $18K | Sell |
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|
2020
Q2 | $88K | Sell |
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|
2020
Q1 | $434K | Sell |
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|
2019
Q4 | $711K | Buy |
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|
2019
Q3 | $611K | Buy |
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|
2019
Q2 | $625K | Hold |
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|
2019
Q1 | $633K | Buy |
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