Private Ocean’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $253K | Buy |
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|
2024
Q1 | $259K | Sell |
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|
2023
Q4 | $261K | Sell |
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|
2023
Q3 | $262K | Buy |
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|
2023
Q2 | $271K | Buy |
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|
2023
Q1 | $277K | Buy |
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|
2022
Q4 | $263K | Sell |
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|
2022
Q3 | $253K | Hold |
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|
2022
Q2 | $288K | Hold |
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|
2022
Q1 | $339K | Hold |
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|
2021
Q4 | $363K | Sell |
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|
2021
Q3 | $457K | Hold |
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|
2021
Q2 | $460K | Sell |
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|
2021
Q1 | $450K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $710K | Buy |
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