IHT Wealth Management’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 | $457K | Sell |
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|
2025
Q1 | $449K | Buy |
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|
2024
Q4 | $394K | Buy |
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|
2024
Q3 | $326K | Buy |
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|
2024
Q2 | $299K | Sell |
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|
2024
Q1 | $727K | Sell |
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|
2023
Q4 | $805K | Sell |
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|
2023
Q3 | $758K | Sell |
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|
2023
Q2 | $838K | Buy |
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|
2023
Q1 | $786K | Buy |
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|
2022
Q4 | $673K | Buy |
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|
2022
Q3 | $474K | Buy |
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|
2022
Q2 | $238K | Buy |
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|
2022
Q1 | $266K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $233K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $119K | Hold |
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|
2017
Q4 | $125K | Hold |
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|
2017
Q3 | $117K | Buy |
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|
2017
Q2 | $9 | Buy |
|