Coldstream Capital Management’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 | $208K | Hold |
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|
2025
Q1 | $183K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $207K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $210K | Hold |
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|
2023
Q2 | $217K | Hold |
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|
2023
Q1 | $223K | Buy |
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|
2022
Q4 | $211K | Buy |
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|
2022
Q2 | $295K | Hold |
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|
2022
Q1 | $347K | Hold |
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|
2021
Q4 | $373K | Buy |
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|
2021
Q3 | $271K | Hold |
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|
2021
Q2 | $272K | Buy |
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