MF
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Montis Financial’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Montis Financial’s Portfolio DLS Stock Details DLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$230K Sell
3,062
-53
-2% -$3.98K 0.06% 125
2025
Q1 		$206K Buy
+3,115
New +$206K 0.06% 141