Family Wealth Partners’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 | $2.91M | Sell |
38,685
-82
| -0.2% | -$6.16K | 1.16% | 20 |
|
|
2025
Q1 | $2.56M | Sell |
38,767
-710
| -2% | -$46.9K | 1.17% | 21 |
|
|
2024
Q4 | $2.49M | Buy |
39,477
+3,777
| +11% | +$238K | 1.18% | 21 |
|
|
2024
Q3 | $2.47M | Sell |
35,700
-2,172
| -6% | -$150K | 1.26% | 21 |
|
|
2024
Q2 | $2.4M | Buy |
37,872
+1,574
| +4% | +$99.9K | 1.25% | 21 |
|
|
2024
Q1 | $2.37M | Sell |
36,298
-909
| -2% | -$59.3K | 1.34% | 21 |
|
|
2023
Q4 | $2.38M | Buy |
+37,207
| New | +$2.38M | 1.83% | 21 |
|