Mather 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $459K | Sell |
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|
2025
Q2 | $559K | Hold |
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|
2025
Q1 | $491K | Buy |
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|
2024
Q4 | $265K | Hold |
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|
2024
Q3 | $290K | Hold |
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|
2024
Q2 | $274K | Sell |
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|
2024
Q1 | $283K | Hold |
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|
2023
Q4 | $283K | Hold |
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|
2023
Q3 | $254K | Hold |
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|
2023
Q2 | $263K | Hold |
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|
2023
Q1 | $270K | Hold |
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|
2022
Q4 | $257K | Hold |
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|
2022
Q3 | $228K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $304K | Hold |
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|
2021
Q4 | $326K | Hold |
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|
2021
Q3 | $329K | Hold |
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|
2021
Q2 | $331K | Sell |
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|
2021
Q1 | $339K | Hold |
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|
2020
Q4 | $320K | Sell |
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|
2020
Q3 | $374K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $525K | Buy |
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