Oxinas Partners Wealth Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-7,357
Closed -$467K 120
2024
Q2
$467K Buy
7,357
+3,184
+76% +$202K 0.31% 72
2024
Q1
$272K Buy
4,173
+650
+18% +$42.4K 0.18% 102
2023
Q4
$225K Buy
3,523
+1
+0% +$64 0.16% 105
2023
Q3
$202K Buy
+3,522
New +$202K 0.15% 110