Patton Albertson Miller Group’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
2020
Q1
Sell
-3,909
Closed -$278K 218
2019
Q4
$278K Buy
3,909
+16
+0.4% +$1.14K 0.07% 203
2019
Q3
$247K Buy
3,893
+311
+9% +$19.7K 0.07% 218
2019
Q2
$220K Buy
+3,582
New +$220K 0.06% 228