Crewe Advisors’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
2026 Q1	$20K	Hold	245	–	–	﹤0.01%	521
2025 Q4	$19.8K	Hold	245	–	–	﹤0.01%	493
2025 Q3	$19.5K	Hold	245	–	–	﹤0.01%	501
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%	-$1.83K	﹤0.01%	368
2023 Q1	$16.8K	Buy	275 +45	+20%	+$2.76K	﹤0.01%	463
2022 Q4	$13.3K	Buy	230 +35	+18%	+$1.95K	﹤0.01%	493
2022 Q3	$10K	Buy	195 +40	+26%	+$2.33K	﹤0.01%	658
2022 Q2	$9K	Buy	+155	New	+$9.9K	﹤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%	-$6.43K	0.01%	206
2018 Q2	$13K	Buy	180 +90	+100%	+$6.85K	0.01%	196
2018 Q1	$7K	Hold	90	–	–	0.01%	228
2017 Q4	$7K	Buy	+90	New	+$6.73K	0.01%	229

Other funds holding DLS