Neumann Capital 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 | $5.42M | Sell |
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|
2025
Q2 | $5.2M | Sell |
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|
2025
Q1 | $4.65M | Sell |
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|
2024
Q4 | $4.45M | Buy |
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|
2024
Q3 | $4.65M | Sell |
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|
2024
Q2 | $4.47M | Buy |
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|
2024
Q1 | $4.59M | Buy |
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|
2023
Q4 | $3.92M | Sell |
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|
2023
Q3 | $3.73M | Buy |
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|
2023
Q2 | $3.75M | Sell |
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|
2023
Q1 | $3.95M | Buy |
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|
2022
Q4 | $3.58M | Sell |
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|
2022
Q3 | $3.64M | Buy |
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|
2022
Q2 | $3.72M | Buy |
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|
2022
Q1 | $4.27M | Buy |
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|
2021
Q4 | $4.31M | Buy |
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|
2021
Q3 | $4.23M | Buy |
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|
2021
Q2 | $4.04M | Buy |
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|
2021
Q1 | $3.8M | Buy |
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|
2020
Q4 | $3.41M | Sell |
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|
2020
Q3 | $3.07M | Sell |
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|
2020
Q2 | $3.37M | Sell |
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|
2020
Q1 | $3.02M | Buy |
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|
2019
Q4 | $4.34M | Sell |
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|
2019
Q3 | $3.9M | Buy |
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|
2019
Q2 | $3.98M | Buy |
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|
2019
Q1 | $3.93M | Buy |
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|
2018
Q4 | $2.24M | Sell |
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|
2018
Q3 | $4.96M | Buy |
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|
2018
Q2 | $4.48M | Buy |
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|
2018
Q1 | $4.5M | Buy |
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|
2017
Q4 | $3.52M | Buy |
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|
2017
Q3 | $2.15M | Buy |
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|
2017
Q2 | $1.12M | Buy |
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