Joel Isaacson & Co’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 | $397K | Hold |
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|
2025
Q1 | $349K | Sell |
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|
2024
Q4 | $349K | Sell |
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|
2024
Q3 | $384K | Hold |
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|
2024
Q2 | $353K | Hold |
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|
2024
Q1 | $362K | Hold |
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|
2023
Q4 | $355K | Hold |
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|
2023
Q3 | $319K | Hold |
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|
2023
Q2 | $330K | Hold |
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|
2023
Q1 | $339K | Hold |
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|
2022
Q4 | $322K | Sell |
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|
2022
Q3 | $304K | Hold |
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|
2022
Q2 | $345K | Hold |
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|
2022
Q1 | $397K | Hold |
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|
2021
Q4 | $435K | Hold |
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|
2021
Q3 | $438K | Hold |
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|
2021
Q2 | $441K | Sell |
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|
2021
Q1 | $436K | Hold |
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|
2020
Q4 | $411K | Sell |
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|
2020
Q3 | $368K | Hold |
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|
2020
Q2 | $341K | Hold |
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|
2020
Q1 | $295K | Hold |
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|
2019
Q4 | $436K | Sell |
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|
2019
Q3 | $393K | Sell |
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|
2019
Q2 | $425K | Buy |
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|
2019
Q1 | $407K | Sell |
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|
2018
Q4 | $746K | Buy |
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|
2018
Q3 | $440K | Sell |
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|
2018
Q2 | $481K | Hold |
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|
2018
Q1 | $511K | Hold |
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|
2017
Q4 | $514K | Buy |
|
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|
2017
Q3 | $491K | Buy |
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|
2017
Q2 | $456K | Buy |
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|
2017
Q1 | $429K | Buy |
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|
2016
Q4 | $390K | Buy |
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|
2016
Q3 | $397K | Sell |
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|
2016
Q2 | $366K | Buy |
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|
2016
Q1 | $377K | Buy |
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|
2015
Q4 | $372K | Buy |
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|
2015
Q3 | $351K | Buy |
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|
2015
Q2 | $382K | Buy |
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|
2015
Q1 | $370K | Buy |
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|
2014
Q4 | $347K | Buy |
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|
2014
Q3 | $367K | Buy |
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|
2014
Q2 | $399K | Buy |
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|
2014
Q1 | $395K | Buy |
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|
2013
Q4 | $379K | Hold |
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|
2013
Q3 | $362K | Buy |
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|
2013
Q2 | $306K | Buy |
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