Meridian Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $335K | Sell |
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|
2023
Q3 | $317K | Hold |
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|
2023
Q2 | $353K | Sell |
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|
2023
Q1 | $434K | Buy |
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|
2022
Q4 | $423K | Buy |
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|
2022
Q3 | $334K | Buy |
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|
2022
Q2 | $384K | Buy |
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|
2022
Q1 | $329K | Sell |
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|
2021
Q4 | $354K | Buy |
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|
2021
Q3 | $345K | Sell |
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|
2021
Q2 | $342K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $470K | Sell |
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|
2019
Q4 | $9.18M | Buy |
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|
2019
Q3 | $7.81M | Buy |
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|
2019
Q2 | $8M | Buy |
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|
2019
Q1 | $8.15M | Buy |
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|
2018
Q4 | $7.02M | Buy |
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