ML
McAdam LLC’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
3,459
-243
| -7% | -$18.3K | 0.01% | 318 |
|
|
2025
Q1 | $244K | Sell |
3,702
-342
| -8% | -$22.6K | 0.02% | 291 |
|
|
2024
Q4 | $255K | Sell |
4,044
-93
| -2% | -$5.86K | 0.01% | 309 |
|
|
2024
Q3 | $286K | Buy |
4,137
+429
| +12% | +$29.6K | 0.02% | 265 |
|
|
2024
Q2 | $235K | Buy |
3,708
+613
| +20% | +$38.9K | 0.01% | 275 |
|
|
2024
Q1 | $202K | Buy |
+3,095
| New | +$202K | 0.01% | 287 |
|