IFP 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
Q2 | $131K | Hold |
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|
2025
Q1 | $115K | Buy |
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|
2024
Q4 | $94.4K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $30.4K | Sell |
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|
2022
Q4 | $190K | Sell |
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|
2022
Q3 | $218K | Buy |
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|
2022
Q2 | $133K | Hold |
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|
2022
Q1 | $133K | Buy |
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|
2021
Q4 | $10K | Hold |
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|
2021
Q3 | $10K | Hold |
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|
2021
Q2 | $10K | Hold |
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|
2021
Q1 | $9K | Hold |
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|
2020
Q4 | $9K | Hold |
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|
2020
Q3 | $8K | Hold |
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|
2020
Q2 | $7K | Sell |
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|
2020
Q1 | $41K | Buy |
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|
2019
Q4 | $60K | Buy |
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|
2019
Q3 | $52K | Buy |
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|
2019
Q1 | $24K | Sell |
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|
2018
Q4 | $138K | Sell |
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|
2018
Q3 | $247K | Sell |
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|
2018
Q2 | $385K | Buy |
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|
2018
Q1 | $197K | Hold |
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|
2017
Q4 | $197K | Buy |
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|
2017
Q3 | $120K | Sell |
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|
2017
Q2 | $123K | Sell |
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|
2017
Q1 | $131K | Buy |
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|
2016
Q4 | $82K | Buy |
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|
2016
Q3 | $83K | Buy |
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|
2016
Q2 | $43K | Buy |
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|
2016
Q1 | $24K | Sell |
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|
2015
Q4 | $48K | Buy |
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