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Occidental Asset Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Occidental Asset Management’s Portfolio DLS Stock Details DLS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-36,186
Closed -$2.31M – 214
2023
Q4 		$2.31M Buy
36,186
+741
+2% +$47.3K 0.48% 60
2023
Q3 		$2.04M Buy
35,445
+8,601
+32% +$494K 0.47% 58
2023
Q2 		$1.6M Buy
+26,844
New +$1.6M 0.36% 78