Independent Advisor Alliance’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
$225K Buy
+3,000
New +$225K 0.01% 804
2025
Q1
Sell
-3,560
Closed -$224K 920
2024
Q4
$224K Buy
+3,560
New +$224K ﹤0.01% 1251