IAG Wealth Partners’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
Q2 | $270K | Sell |
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|
2025
Q1 | $300K | Buy |
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|
2024
Q4 | $262K | Sell |
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|
2024
Q3 | $292K | Hold |
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|
2024
Q2 | $268K | Sell |
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|
2024
Q1 | $296K | Hold |
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|
2023
Q4 | $289K | Sell |
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|
2023
Q3 | $346K | Sell |
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|
2023
Q2 | $386K | Sell |
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|
2023
Q1 | $553K | Sell |
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|
2022
Q4 | $875K | Sell |
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|
2022
Q3 | $884K | Sell |
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|
2022
Q2 | $1.29M | Buy |
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|
2022
Q1 | $742K | Sell |
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|
2021
Q4 | $946K | Buy |
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|
2021
Q3 | $951K | Hold |
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|
2021
Q2 | $956K | Sell |
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|
2021
Q1 | $1.01M | Buy |
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|
2020
Q4 | $808K | Buy |
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|
2020
Q3 | $631K | Sell |
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|
2020
Q2 | $601K | Buy |
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|
2020
Q1 | $514K | Sell |
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|
2019
Q4 | $1.35M | Buy |
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