Larson Financial Group’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $146K | Hold |
3,700
| – | – | 0.01% | 731 |
|
|
2025
Q1 | $131K | Buy |
3,700
+1,200
| +48% | +$42.4K | 0.01% | 716 |
|
|
2024
Q4 | $87.5K | Hold |
2,500
| – | – | ﹤0.01% | 751 |
|
|
2024
Q3 | $91.4K | Sell |
2,500
-615
| -20% | -$22.5K | 0.01% | 747 |
|
|
2024
Q2 | $107K | Buy |
+3,115
| New | +$107K | 0.01% | 629 |
|
|
2023
Q3 | – | Sell |
-406
| Closed | -$12.7K | – | 1719 |
|
|
2023
Q2 | $12.7K | Buy |
+406
| New | +$12.7K | ﹤0.01% | 860 |
|