MWM
Maripau Wealth Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,112
| Closed | -$268K | – | 154 |
|
|
2024
Q1 | $268K | Buy |
4,112
+278
| +7% | +$18.1K | 0.2% | 103 |
|
|
2023
Q4 | $245K | Sell |
3,834
-3,294
| -46% | -$210K | 0.21% | 90 |
|
|
2023
Q3 | $410K | Buy |
7,128
+765
| +12% | +$44K | 0.38% | 59 |
|
|
2023
Q2 | $378K | Buy |
+6,363
| New | +$378K | 0.34% | 59 |
|