Key Financial Inc’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 | $30K | Hold |
400
| – | – | 0.01% | 594 |
|
|
2025
Q1 | $26.4K | Hold |
400
| – | – | 0.01% | 593 |
|
|
2024
Q4 | $25.2K | Hold |
400
| – | – | 0.01% | 601 |
|
|
2024
Q3 | $27.6K | Hold |
400
| – | – | 0.01% | 582 |
|
|
2024
Q2 | $25.4K | Hold |
400
| – | – | 0.01% | 592 |
|
|
2024
Q1 | $26.1K | Hold |
400
| – | – | 0.01% | 560 |
|
|
2023
Q4 | $25.5K | Hold |
400
| – | – | 0.01% | 541 |
|
|
2023
Q3 | $23K | Hold |
400
| – | – | 0.01% | 541 |
|
|
2023
Q2 | $23.8K | Hold |
400
| – | – | 0.01% | 541 |
|
|
2023
Q1 | $24.4K | Buy |
+400
| New | +$24.4K | 0.01% | 506 |
|