Crewe 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 | $18.4K | Hold |
245
| – | – | ﹤0.01% | 383 |
|
|
2025
Q1 | $16.2K | Hold |
245
| – | – | ﹤0.01% | 371 |
|
|
2024
Q4 | $15.4K | Hold |
245
| – | – | ﹤0.01% | 383 |
|
|
2024
Q3 | $16.9K | Hold |
245
| – | – | ﹤0.01% | 423 |
|
|
2024
Q2 | $15.5K | Hold |
245
| – | – | ﹤0.01% | 597 |
|
|
2024
Q1 | $16K | Hold |
245
| – | – | ﹤0.01% | 529 |
|
|
2023
Q4 | $15.6K | Hold |
245
| – | – | ﹤0.01% | 177 |
|
|
2023
Q3 | $14.1K | Hold |
245
| – | – | ﹤0.01% | 219 |
|
|
2023
Q2 | $14.6K | Sell |
245
-30
| -11% | -$1.78K | ﹤0.01% | 368 |
|
|
2023
Q1 | $16.8K | Buy |
275
+45
| +20% | +$2.74K | ﹤0.01% | 463 |
|
|
2022
Q4 | $13.3K | Buy |
230
+35
| +18% | +$2.03K | ﹤0.01% | 493 |
|
|
2022
Q3 | $10K | Buy |
195
+40
| +26% | +$2.05K | ﹤0.01% | 658 |
|
|
2022
Q2 | $9K | Buy |
+155
| New | +$9K | ﹤0.01% | 617 |
|
|
2019
Q3 | – | Sell |
-90
| Closed | -$6K | – | 240 |
|
|
2019
Q2 | $6K | Hold |
90
| – | – | ﹤0.01% | 234 |
|
|
2019
Q1 | $6K | Hold |
90
| – | – | ﹤0.01% | 192 |
|
|
2018
Q4 | $5K | Hold |
90
| – | – | ﹤0.01% | 196 |
|
|
2018
Q3 | $6K | Sell |
90
-90
| -50% | -$6K | 0.01% | 206 |
|
|
2018
Q2 | $13K | Buy |
180
+90
| +100% | +$6.5K | 0.01% | 196 |
|
|
2018
Q1 | $7K | Hold |
90
| – | – | 0.01% | 228 |
|
|
2017
Q4 | $7K | Buy |
+90
| New | +$7K | 0.01% | 229 |
|