Founders Financial Alliance’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 | $5.48K | Buy |
73
+6
| +9% | +$451 | ﹤0.01% | 490 |
|
|
2025
Q1 | $4.42K | Buy |
67
+27
| +68% | +$1.78K | ﹤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% | +$508 | ﹤0.01% | 529 |
|
|
2024
Q1 | $2.09K | Sell |
32
-25
| -44% | -$1.63K | ﹤0.01% | 535 |
|
|
2023
Q4 | $3.64K | Buy |
57
+30
| +111% | +$1.92K | ﹤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% | -$793 | ﹤0.01% | 442 |
|
|
2022
Q4 | $2.32K | Hold |
40
| – | – | ﹤0.01% | 466 |
|
|
2022
Q3 | $2K | Sell |
40
-91
| -69% | -$4.55K | ﹤0.01% | 458 |
|
|
2022
Q2 | $8K | Buy |
131
+91
| +228% | +$5.56K | ﹤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% | -$225 | ﹤0.01% | 455 |
|
|
2021
Q1 | $4K | Sell |
43
-51
| -54% | -$4.74K | ﹤0.01% | 433 |
|
|
2020
Q4 | $6K | Hold |
94
| – | – | ﹤0.01% | 382 |
|
|
2020
Q3 | $6K | Buy |
+94
| New | +$6K | ﹤0.01% | 910 |
|