EPG Wealth Management’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
Q1 | – | Sell |
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|
2024
Q4 | $3.59K | Hold |
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|
2024
Q3 | $3.94K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $3.85K | Hold |
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|
2023
Q4 | $3.63K | Hold |
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|
2023
Q3 | $3.39K | Sell |
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|
2023
Q2 | $3.63K | Sell |
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|
2023
Q1 | $5.06K | Buy |
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|
2022
Q4 | $1.51K | Hold |
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|
2022
Q3 | $1K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $4K | Buy |
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|
2021
Q4 | $2K | Hold |
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|
2021
Q3 | $2K | Buy |
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