Collective Family Office’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
2022
Q4
Sell
2022
Q3
$429K Sell
2022
Q2
$1.2M Sell
2022
Q1
$2.45M Sell
2021
Q4
$2.99M Sell
2021
Q3
$5.1M Buy
2021
Q2
$4.26M Buy
2021
Q1
$3.06M Buy
2020
Q4
$2.04M Buy