Cerity Partners’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 | $486K | Buy |
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|
2025
Q2 | $457K | Buy |
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|
2025
Q1 | $364K | Sell |
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|
2024
Q4 | $351K | Sell |
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|
2024
Q3 | $450K | Sell |
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|
2024
Q2 | $433K | Sell |
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|
2024
Q1 | $460K | Sell |
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|
2023
Q4 | $455K | Buy |
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|
2023
Q3 | $265K | Sell |
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|
2023
Q2 | $531K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $204K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $354K | Buy |
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