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Northwest Financial Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Northwest Financial Advisors’s Portfolio DLS Stock Details DLS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-94
Closed -$6.49K – 209
2024
Q3 		$6.49K Buy
+94
New +$6.49K 0.01% 425
2024
Q1 		– Sell
-94
Closed -$6K – 190
2023
Q4 		$6K Buy
+94
New +$6K 0.01% 424