PFO
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Pathstone Family Office’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Pathstone Family Office’s Portfolio DLS Stock Details DLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-100
Closed -$7K – 821
2020
Q4 		$7K Hold
100
– – ﹤0.01% 905
2020
Q3 		$6K Hold
100
– – ﹤0.01% 644
2020
Q2 		$6K Hold
100
– – ﹤0.01% 559
2020
Q1 		$5K Buy
+100
New +$5K ﹤0.01% 614