Farther Finance Advisors’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 | $750K | Sell |
9,984
-299
| -3% | -$22.5K | 0.02% | 716 |
|
|
2025
Q1 | $680K | Buy |
10,283
+4,747
| +86% | +$314K | 0.02% | 650 |
|
|
2024
Q4 | $349K | Buy |
5,536
+4,956
| +854% | +$312K | 0.01% | 739 |
|
|
2024
Q3 | $40K | Buy |
580
+150
| +35% | +$10.4K | ﹤0.01% | 1766 |
|
|
2024
Q2 | $27.2K | Buy |
+430
| New | +$27.2K | ﹤0.01% | 1659 |
|
|
2023
Q4 | – | Sell |
-496
| Closed | -$28.5K | – | 3552 |
|
|
2023
Q3 | $28.5K | Hold |
496
| – | – | ﹤0.01% | 984 |
|
|
2023
Q2 | $29.5K | Hold |
496
| – | – | 0.01% | 867 |
|
|
2023
Q1 | $30.2K | Buy |
+496
| New | +$30.2K | 0.01% | 771 |
|