Principal Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.2K | Sell |
562
-115
| -17% | -$8.64K | ﹤0.01% | 1965 |
|
|
2025
Q1 | $42.6K | Hold |
677
| – | – | ﹤0.01% | 1822 |
|
|
2024
Q4 | $42.6K | Hold |
677
| – | – | ﹤0.01% | 1819 |
|
|
2024
Q3 | $46.7K | Hold |
677
| – | – | ﹤0.01% | 1721 |
|
|
2024
Q2 | $42.9K | Sell |
677
-5
| -0.7% | -$317 | ﹤0.01% | 1690 |
|
|
2024
Q1 | $44.5K | Buy |
682
+5
| +0.7% | +$326 | ﹤0.01% | 1623 |
|
|
2023
Q4 | $43.2K | Buy |
+677
| New | +$43.2K | ﹤0.01% | 1552 |
|