Great Point Wealth Advisors’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
Q1 | $5.21M | Sell |
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|
2024
Q4 | $5.03M | Sell |
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|
2024
Q3 | $5.55M | Sell |
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|
2024
Q2 | $5.12M | Sell |
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|
2024
Q1 | $5.38M | Sell |
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|
2023
Q4 | $5.44M | Sell |
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|
2023
Q3 | $4.99M | Sell |
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|
2023
Q2 | $5.27M | Sell |
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|
2023
Q1 | $5.56M | Sell |
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|
2022
Q4 | $5.37M | Sell |
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|
2022
Q3 | $6.18M | Sell |
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|
2022
Q2 | $7.21M | Sell |
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|
2022
Q1 | $9.09M | Sell |
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|
2021
Q4 | $9.96M | Sell |
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|
2021
Q3 | $10.1M | Sell |
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|
2021
Q2 | $10.2M | Sell |
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|
2021
Q1 | $16M | Buy |
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|
2020
Q4 | $13.8M | Buy |
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|
2020
Q3 | $10.5M | Hold |
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|
2020
Q2 | $10.5M | Buy |
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|
2020
Q1 | $8.25M | Buy |
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