McLean Asset Management’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 | $1.69M | Sell |
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|
2025
Q2 | $1.63M | Sell |
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|
2025
Q1 | $1.35M | Sell |
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|
2024
Q4 | $1.42M | Sell |
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|
2024
Q3 | $2.07M | Sell |
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|
2024
Q2 | $2.06M | Sell |
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|
2024
Q1 | $2.09M | Sell |
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|
2023
Q4 | $2.04M | Sell |
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|
2023
Q3 | $1.87M | Sell |
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|
2023
Q2 | $2.03M | Buy |
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|
2023
Q1 | $2.08M | Sell |
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|
2022
Q4 | $2.32M | Sell |
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|
2022
Q3 | $2.79M | Sell |
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|
2022
Q2 | $3.43M | Sell |
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|
2022
Q1 | $4.12M | Buy |
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|
2021
Q4 | $4.17M | Buy |
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|
2021
Q3 | $4.18M | Sell |
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|
2021
Q2 | $4.17M | Sell |
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|
2021
Q1 | $4.29M | Sell |
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|
2020
Q4 | $4.07M | Buy |
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