IA
Insight Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Sell |
4,130
-2,278
| -36% | -$171K | 0.05% | 206 |
|
|
2025
Q1 | $423K | Sell |
6,408
-4,225
| -40% | -$279K | 0.07% | 168 |
|
|
2024
Q4 | $669K | Sell |
10,633
-3,180
| -23% | -$200K | 0.11% | 113 |
|
|
2024
Q3 | $954K | Sell |
13,813
-22,716
| -62% | -$1.57M | 0.16% | 96 |
|
|
2024
Q2 | $2.32M | Buy |
36,529
+5,693
| +18% | +$361K | 0.42% | 40 |
|
|
2024
Q1 | $2.01M | Buy |
30,836
+2,912
| +10% | +$190K | 0.39% | 45 |
|
|
2023
Q4 | $1.78M | Sell |
27,924
-12,287
| -31% | -$784K | 0.38% | 44 |
|
|
2023
Q3 | $2.31M | Buy |
40,211
+886
| +2% | +$50.9K | 0.53% | 29 |
|
|
2023
Q2 | $2.34M | Buy |
39,325
+11,441
| +41% | +$680K | 0.52% | 30 |
|
|
2023
Q1 | $1.7M | Buy |
27,884
+4,118
| +17% | +$251K | 0.4% | 38 |
|
|
2022
Q4 | $1.39M | Sell |
23,766
-8,219
| -26% | -$479K | 0.49% | 50 |
|
|
2022
Q3 | $1.65M | Sell |
31,985
-817
| -2% | -$42K | 0.65% | 37 |
|
|
2022
Q2 | $2M | Buy |
32,802
+6,995
| +27% | +$427K | 0.68% | 33 |
|
|
2022
Q1 | $1.77M | Buy |
25,807
+10,382
| +67% | +$712K | 0.53% | 39 |
|
|
2021
Q4 | $1.14M | Buy |
15,425
+2,679
| +21% | +$197K | 0.34% | 78 |
|
|
2021
Q3 | $967K | Buy |
12,746
+3,963
| +45% | +$301K | 0.29% | 93 |
|
|
2021
Q2 | $668K | Buy |
8,783
+2,665
| +44% | +$203K | 0.21% | 123 |
|
|
2021
Q1 | $457K | Buy |
6,118
+1,496
| +32% | +$112K | 0.14% | 177 |
|
|
2020
Q4 | $315K | Buy |
+4,622
| New | +$315K | 0.12% | 204 |
|