Clearstead Advisors’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	$288K	Buy	3,828 +90	+2%	+$6.76K	﹤0.01%	776
2025 Q1	$247K	Buy	3,738 +3,113	+498%	+$205K	﹤0.01%	760
2024 Q4	$39.3K	Sell	625 -3,172	-84%	-$200K	﹤0.01%	1217
2024 Q3	$262K	Sell	3,797 -19	-0.5%	-$1.31K	﹤0.01%	765
2024 Q2	$242K	Buy	+3,816	New	+$242K	﹤0.01%	756