Merriman Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $6.16M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $4.01M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $6.59M | Sell |
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|
2019
Q3 | $5.9M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $6.56M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1.4M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $1.75M | Sell |
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|
2013
Q3 | $1.68M | Buy |
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|
2013
Q2 | $1.44M | Buy |
|