Marathon Strategic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
23,953
+454
| +2% | +$34.1K | 1.67% | 16 |
|
|
2025
Q1 | $1.55M | Buy |
23,499
+82
| +0.4% | +$5.41K | 1.67% | 16 |
|
|
2024
Q4 | $1.47M | Buy |
23,417
+1,457
| +7% | +$91.7K | 1.59% | 17 |
|
|
2024
Q3 | $1.52M | Buy |
21,960
+1,894
| +9% | +$131K | 1.6% | 17 |
|
|
2024
Q2 | $1.27M | Buy |
20,066
+200
| +1% | +$12.7K | 1.49% | 19 |
|
|
2024
Q1 | $1.3M | Buy |
19,866
+394
| +2% | +$25.7K | 1.58% | 14 |
|
|
2023
Q4 | $1.24M | Buy |
+19,472
| New | +$1.24M | 1.68% | 17 |
|