EisnerAmper Wealth Management Corporate Benefits’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $208K | Hold |
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|
2021
Q3 | $210K | Hold |
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|
2021
Q2 | $211K | Hold |
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|
2021
Q1 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $212K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $275K | Hold |
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|
2018
Q2 | $278K | Hold |
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|
2018
Q1 | $296K | Hold |
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|
2017
Q4 | $297K | Hold |
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|
2017
Q3 | $286K | Sell |
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|
2017
Q2 | $275K | Sell |
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|
2017
Q1 | $273K | Sell |
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|
2016
Q4 | $5.14M | Buy |
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|
2016
Q3 | $5.24M | Buy |
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|
2016
Q2 | $4.67M | Buy |
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|
2016
Q1 | $4.65M | Buy |
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|
2015
Q4 | $4.36M | Buy |
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|
2015
Q3 | $3.79M | Buy |
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|
2015
Q2 | $3.94M | Buy |
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|
2015
Q1 | $2.64M | Buy |
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|
2014
Q4 | $2.24M | Buy |
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