Envision Financial’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 Q2	$686K	Buy	9,127 +106	+1%	+$7.96K	0.46%	32
2025 Q1	$595K	Sell	9,021 -1,943	-18%	-$128K	0.45%	32
2024 Q4	$690K	Buy	+10,964	New	+$690K	0.55%	30