Dowling & Yahnke’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Dowling & Yahnke’s Portfolio DLS Stock Details DLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$231K	Hold
2022 Q2	$262K	Hold
2022 Q1	$309K	Hold
2021 Q4	$331K	Hold
2021 Q3	$334K	Hold
2021 Q2	$336K	Hold
2021 Q1	$325K	Hold
2020 Q4	$306K	Hold
2020 Q3	$269K	Sell
2020 Q2	$261K	Sell
2020 Q1	$227K	Buy
2019 Q4	$304K	Hold
2019 Q3	$272K	Buy
2019 Q2	$276K	Hold
2019 Q1	$279K	Sell
2018 Q4	$291K	Hold
2018 Q3	$318K	Hold
2018 Q2	$322K	Hold
2018 Q1	$342K	Sell
2017 Q4	$369K	Hold
2017 Q3	$356K	Sell
2017 Q2	$349K	Sell
2017 Q1	$337K	Sell
2016 Q4	$322K	Sell
2016 Q3	$342K	Hold
2016 Q2	$312K	Sell
2016 Q1	$345K	Hold
2015 Q4	$341K	Hold
2015 Q3	$324K	Sell
2015 Q2	$414K	Sell
2015 Q1	$447K	Hold
2014 Q4	$419K	Sell
2014 Q3	$452K	Buy
2014 Q2	$489K	Sell
2014 Q1	$504K	Sell
2013 Q4	$493K	Sell
2013 Q3	$475K	Sell
2013 Q2	$421K	Buy