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
2026 Q1	$7.01K	Hold	86	–	–	﹤0.01%	661
2025 Q4	$6.97K	Hold	86	–	–	﹤0.01%	532
2025 Q3	$6.84K	Buy	86 +13	+18%	+$1.01K	﹤0.01%	631
2025 Q2	$5.48K	Buy	73 +6	+9%	+$421	﹤0.01%	490
2025 Q1	$4.42K	Buy	67 +27	+68%	+$1.76K	﹤0.01%	565
2024 Q4	$2.52K	Hold	40	–	–	﹤0.01%	547
2024 Q3	$2.76K	Hold	40	–	–	﹤0.01%	552
2024 Q2	$2.54K	Buy	40 +8	+25%	+$519	﹤0.01%	529
2024 Q1	$2.09K	Sell	32 -25	-44%	-$1.58K	﹤0.01%	535
2023 Q4	$3.64K	Buy	57 +30	+111%	+$1.75K	﹤0.01%	470
2023 Q3	$1.55K	Hold	27	–	–	﹤0.01%	463
2023 Q2	$1.61K	Hold	27	–	–	﹤0.01%	498
2023 Q1	$1.65K	Sell	27 -13	-33%	-$796	﹤0.01%	443
2022 Q4	$2.32K	Hold	40	–	–	﹤0.01%	466
2022 Q3	$2K	Sell	40 -91	-69%	-$5.3K	﹤0.01%	458
2022 Q2	$8K	Buy	131 +91	+228%	+$5.82K	﹤0.01%	444
2022 Q1	$3K	Hold	40	–	–	﹤0.01%	421
2021 Q4	$3K	Hold	40	–	–	﹤0.01%	462
2021 Q3	$3K	Hold	40	–	–	﹤0.01%	435
2021 Q2	$3K	Sell	40 -3	-7%	-$227	﹤0.01%	455
2021 Q1	$4K	Sell	43 -51	-54%	-$3.61K	﹤0.01%	433
2020 Q4	$6K	Hold	94	–	–	﹤0.01%	382
2020 Q3	$6K	Buy	+94	New	+$5.53K	﹤0.01%	910

Other funds holding DLS