Congress Wealth Management’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	$8.33M	Buy	110,966 +418	+0.4%	+$31.4K	0.08%	284
2025 Q1	$7.3M	Buy	110,548 +7,756	+8%	+$512K	0.09%	261
2024 Q4	$6.47M	Buy	102,792 +843	+0.8%	+$53.1K	0.09%	252
2024 Q3	$7.04M	Buy	+101,949	New	+$7.04M	0.09%	253