Founders Financial Alliance’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
Q3 | $6.84K | Buy |
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|
2025
Q2 | $5.48K | Buy |
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2025
Q1 | $4.42K | Buy |
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|
2024
Q4 | $2.52K | Hold |
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|
2024
Q3 | $2.76K | Hold |
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|
2024
Q2 | $2.54K | Buy |
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|
2024
Q1 | $2.09K | Sell |
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|
2023
Q4 | $3.64K | Buy |
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|
2023
Q3 | $1.55K | Hold |
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|
2023
Q2 | $1.61K | Hold |
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|
2023
Q1 | $1.65K | Sell |
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|
2022
Q4 | $2.32K | Hold |
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|
2022
Q3 | $2K | Sell |
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|
2022
Q2 | $8K | Buy |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $3K | Hold |
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|
2021
Q3 | $3K | Hold |
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|
2021
Q2 | $3K | Sell |
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|
2021
Q1 | $4K | Sell |
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|
2020
Q4 | $6K | Hold |
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|
2020
Q3 | $6K | Buy |
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