Highline Wealth Partners’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 | $12.9K | Buy |
171
+3
| +2% | +$226 | ﹤0.01% | 293 |
|
|
2025
Q1 | $11.1K | Buy |
168
+1
| +0.6% | +$66 | ﹤0.01% | 293 |
|
|
2024
Q4 | $10.5K | Buy |
167
+2
| +1% | +$126 | ﹤0.01% | 242 |
|
|
2024
Q3 | $11.4K | Buy |
165
+1
| +0.6% | +$69 | ﹤0.01% | 236 |
|
|
2024
Q2 | $10.4K | Buy |
164
+3
| +2% | +$190 | ﹤0.01% | 216 |
|
|
2024
Q1 | $10.5K | Buy |
161
+1
| +0.6% | +$65 | ﹤0.01% | 225 |
|
|
2023
Q4 | $10.2K | Buy |
+160
| New | +$10.2K | ﹤0.01% | 203 |
|