Larson Financial Group’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
2026 Q1	$1.55M	Sell	19,038 -145	-0.8%	-$12.3K	0.05%	263
2025 Q4	$1.55M	Sell	19,183 -1,021	-5%	-$80.7K	0.05%	262
2025 Q3	$1.61M	Sell	20,204 -1,127	-5%	-$87.8K	0.06%	252
2025 Q2	$1.6M	Sell	21,331 -4,036	-16%	-$283K	0.06%	237
2025 Q1	$1.67M	Sell	25,367 -1,052	-4%	-$68.5K	0.08%	214
2024 Q4	$1.66M	Sell	26,419 -657	-2%	-$42.8K	0.09%	190
2024 Q3	$1.87M	Sell	27,076 -1,523	-5%	-$101K	0.11%	170
2024 Q2	$1.81M	Sell	28,599 -1,144	-4%	-$74.2K	0.12%	141
2024 Q1	$1.94M	Sell	29,743 -753	-2%	-$47.7K	0.15%	123
2023 Q4	$1.95M	Buy	30,496 +3,976	+15%	+$233K	0.17%	108
2023 Q3	$1.52M	Sell	26,520 -37	-0.1%	-$2.21K	0.15%	126
2023 Q2	$1.58M	Buy	26,557 +386	+1%	+$23.6K	0.16%	119
2023 Q1	$1.59M	Sell	26,171 -166	-0.6%	-$10.2K	0.17%	115
2022 Q4	$1.53M	Sell	26,337 -50,628	-66%	-$2.81M	0.18%	111
2022 Q3	$3.96M	Sell	76,965 -1,988	-3%	-$116K	0.56%	36
2022 Q2	$4.61M	Sell	78,953 -1,360	-2%	-$86.9K	0.8%	28
2022 Q1	$5.51M	Sell	80,313 -869	-1%	-$61K	0.88%	26
2021 Q4	$5.98M	Sell	81,182 -4,447	-5%	-$327K	0.95%	26
2021 Q3	$6.36M	Sell	85,629 -33,603	-28%	-$2.56M	1.26%	23
2021 Q2	$8.9M	Buy	119,232 +4,326	+4%	+$327K	2.07%	15
2021 Q1	$8.3M	Buy	114,906 +4,566	+4%	+$323K	2.44%	11
2020 Q4	$7.51M	Sell	110,340 -10,539	-9%	-$670K	2.56%	9
2020 Q3	$7.24M	Sell	120,879 -34,384	-22%	-$2.02M	2.97%	7
2020 Q2	$8.64M	Buy	155,263 +71,036	+84%	+$3.76M	4.11%	4
2020 Q1	$4.05M	Buy	84,227 +84,023	+41,188%	+$5.24M	2.53%	12
2019 Q4	$15K	Buy	+204	New	+$13.8K	0.01%	256

Other funds holding DLS