EWM
EPG Wealth Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-57
| Closed | -$3.59K | – | 411 |
|
|
2024
Q4 | $3.59K | Hold |
57
| – | – | ﹤0.01% | 403 |
|
|
2024
Q3 | $3.94K | Buy |
+57
| New | +$3.94K | ﹤0.01% | 397 |
|
|
2024
Q2 | – | Sell |
-59
| Closed | -$3.85K | – | 420 |
|
|
2024
Q1 | $3.85K | Hold |
59
| – | – | ﹤0.01% | 418 |
|
|
2023
Q4 | $3.63K | Hold |
59
| – | – | ﹤0.01% | 402 |
|
|
2023
Q3 | $3.39K | Sell |
59
-2
| -3% | -$115 | ﹤0.01% | 395 |
|
|
2023
Q2 | $3.63K | Sell |
61
-22
| -27% | -$1.31K | ﹤0.01% | 387 |
|
|
2023
Q1 | $5.06K | Buy |
83
+57
| +219% | +$3.47K | ﹤0.01% | 388 |
|
|
2022
Q4 | $1.51K | Hold |
26
| – | – | ﹤0.01% | 370 |
|
|
2022
Q3 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 376 |
|
|
2022
Q2 | – | Sell |
-52
| Closed | -$4K | – | 241 |
|
|
2022
Q1 | $4K | Buy |
52
+26
| +100% | +$2K | ﹤0.01% | 372 |
|
|
2021
Q4 | $2K | Hold |
26
| – | – | ﹤0.01% | 389 |
|
|
2021
Q3 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 365 |
|