JFS Wealth 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 | $329K | Buy |
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|
2025
Q1 | $287K | Sell |
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|
2024
Q4 | $310K | Sell |
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|
2024
Q3 | $351K | Buy |
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|
2024
Q2 | $319K | Buy |
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|
2024
Q1 | $252K | Hold |
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|
2023
Q4 | $247K | Sell |
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|
2023
Q3 | $660K | Sell |
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|
2023
Q2 | $3.32M | Sell |
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|
2023
Q1 | $3.71M | Buy |
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|
2022
Q4 | $3.5M | Buy |
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|
2022
Q3 | $3.08M | Sell |
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|
2022
Q2 | $3.52M | Buy |
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|
2022
Q1 | $4.07M | Sell |
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|
2021
Q4 | $4.48M | Sell |
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|
2021
Q3 | $4.61M | Sell |
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|
2021
Q2 | $5.26M | Buy |
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|
2021
Q1 | $5.02M | Sell |
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|
2020
Q4 | $5.99M | Sell |
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|
2020
Q3 | $5.36M | Sell |
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|
2020
Q2 | $5.21M | Sell |
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|
2020
Q1 | $4.88M | Buy |
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|
2019
Q4 | $6.65M | Sell |
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|
2019
Q3 | $6.36M | Buy |
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|
2019
Q2 | $6.47M | Buy |
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|
2019
Q1 | $6.51M | Buy |
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|
2018
Q4 | $5.9M | Sell |
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|
2018
Q3 | $7.17M | Sell |
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|
2018
Q2 | $7.56M | Sell |
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|
2018
Q1 | $8.32M | Buy |
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|
2017
Q4 | $8.29M | Sell |
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|
2017
Q3 | $8.18M | Buy |
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|
2017
Q2 | $7.55M | Buy |
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|
2017
Q1 | $6.02M | Hold |
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|
2016
Q4 | $6.02M | Buy |
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|
2016
Q3 | $5.87M | Buy |
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|
2016
Q2 | $4.79M | Buy |
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|
2016
Q1 | $4.61M | Buy |
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|
2015
Q4 | $4.47M | Buy |
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|
2015
Q3 | $4.16M | Sell |
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|
2015
Q2 | $4.66M | Sell |
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|
2015
Q1 | $4.72M | Buy |
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|
2014
Q4 | $4.41M | Buy |
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|
2014
Q3 | $4.6M | Sell |
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|
2014
Q2 | $5.4M | Sell |
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|
2014
Q1 | $7.48M | Sell |
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|
2013
Q4 | $10.2M | Sell |
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|
2013
Q3 | $9.77M | Buy |
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|
2013
Q2 | $8.17M | Buy |
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