Dogwood 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
Q1 | – | Sell |
-26
| Closed | -$1.64K | – | 538 |
|
|
2024
Q4 | $1.64K | Sell |
26
-738
| -97% | -$46.5K | ﹤0.01% | 236 |
|
|
2024
Q3 | $52.8K | Sell |
764
-8
| -1% | -$552 | 0.03% | 113 |
|
|
2024
Q2 | $49K | Sell |
772
-1,442
| -65% | -$91.5K | 0.03% | 115 |
|
|
2024
Q1 | $144K | Sell |
2,214
-1,400
| -39% | -$91.3K | 0.1% | 85 |
|
|
2023
Q4 | $231K | Buy |
+3,614
| New | +$231K | 0.18% | 74 |
|