KLR Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.74M | Buy |
27,589
+1,633
| +6% | +$103K | 1.26% | 13 |
|
|
2023
Q4 | $1.66M | Sell |
25,956
-1,757
| -6% | -$112K | 1.2% | 14 |
|
|
2023
Q3 | $1.69M | Sell |
27,713
-828
| -3% | -$50.5K | 1.53% | 15 |
|
|
2023
Q2 | $1.7M | Buy |
28,541
+422
| +2% | +$25.1K | 1.4% | 14 |
|
|
2023
Q1 | $1.71M | Buy |
28,119
+1,079
| +4% | +$65.8K | 1.51% | 14 |
|
|
2022
Q4 | $1.57M | Buy |
+27,040
| New | +$1.57M | 1.29% | 16 |
|