Means Investment Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,193
| Closed | -$255K | – | 142 |
|
|
2020
Q1 | $255K | Sell |
5,193
-474
| -8% | -$23.3K | 0.1% | 110 |
|
|
2019
Q4 | $401K | Sell |
5,667
-4,693
| -45% | -$332K | 0.13% | 96 |
|
|
2019
Q3 | $698K | Sell |
10,360
-649
| -6% | -$43.7K | 0.26% | 72 |
|
|
2019
Q2 | $712K | Sell |
11,009
-270
| -2% | -$17.5K | 0.29% | 69 |
|
|
2019
Q1 | $742K | Sell |
11,279
-2,126
| -16% | -$140K | 0.33% | 70 |
|
|
2018
Q4 | $809K | Buy |
+13,405
| New | +$809K | 0.45% | 56 |
|