Private Vista’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $286K | Sell |
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|
2019
Q4 | $618K | Hold |
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|
2019
Q3 | $553K | Sell |
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|
2019
Q2 | $814K | Sell |
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|
2019
Q1 | $1.08M | Sell |
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|
2018
Q4 | $1.37M | Sell |
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|
2018
Q3 | $2.17M | Sell |
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|
2018
Q2 | $2.7M | Sell |
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|
2018
Q1 | $4.12M | Sell |
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|
2017
Q4 | $5.2M | Sell |
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|
2017
Q3 | $7.06M | Sell |
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|
2017
Q2 | $8.55M | Sell |
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|
2017
Q1 | $11.3M | Sell |
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|
2016
Q4 | $15M | Sell |
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|
2016
Q3 | $17.7M | Buy |
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|
2016
Q2 | $16.2M | Buy |
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|
2016
Q1 | $16.6M | Buy |
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|
2015
Q4 | $13M | Buy |
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