Elwood & Goetz Wealth Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.55M | Sell |
|
|||||
|
2025
Q2 | $4.33M | Buy |
|
|||||
|
2025
Q1 | $3.77M | Buy |
|
|||||
|
2024
Q4 | $3.48M | Sell |
|
|||||
|
2024
Q3 | $3.86M | Sell |
|
|||||
|
2024
Q2 | $3.66M | Sell |
|
|||||
|
2024
Q1 | $3.79M | Sell |
|
|||||
|
2023
Q4 | $3.76M | Buy |
|
|||||
|
2023
Q3 | $3.36M | Buy |
|
|||||
|
2023
Q2 | $3.38M | Sell |
|
|||||
|
2023
Q1 | $3.49M | Buy |
|
|||||
|
2022
Q4 | $3.28M | Buy |
|
|||||
|
2022
Q3 | $2.88M | Buy |
|
|||||
|
2022
Q2 | $3.12M | Sell |
|
|||||
|
2022
Q1 | $3.87M | Buy |
|
|||||
|
2021
Q4 | $3.88M | Buy |
|
|||||
|
2021
Q3 | $3.79M | Buy |
|
|||||
|
2021
Q2 | $3.69M | Sell |
|
|||||
|
2021
Q1 | $3.62M | Sell |
|
|||||
|
2020
Q4 | $3.42M | Buy |
|
|||||
|
2020
Q3 | $2.8M | Sell |
|
|||||
|
2020
Q2 | $2.61M | Buy |
|
|||||
|
2020
Q1 | $2.16M | Buy |
|
|||||
|
2019
Q4 | $2.8M | Buy |
|
|||||
|
2019
Q3 | $2.36M | Buy |
|
|||||
|
2019
Q2 | $1.43M | Buy |
|
|||||
|
2019
Q1 | $1.39M | Buy |
|
|||||
|
2018
Q4 | $1.18M | Buy |
|