Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $27K | Buy |
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|
2021
Q3 | $26K | Buy |
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|
2021
Q2 | $21K | Buy |
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|
2021
Q1 | $18K | Buy |
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|
2020
Q4 | $9K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1K | Sell |
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|
2019
Q3 | $3K | Sell |
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|
2019
Q2 | $6K | Hold |
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|
2019
Q1 | $6K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $3K | Hold |
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|
2014
Q3 | $3K | Buy |
|