PSI Advisors’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
Q1 | – | Sell |
-15
| Closed | -$944 | – | 787 |
|
|
2024
Q4 | $944 | Hold |
15
| – | – | ﹤0.01% | 783 |
|
|
2024
Q3 | $1.04K | Hold |
15
| – | – | ﹤0.01% | 779 |
|
|
2024
Q2 | $952 | Hold |
15
| – | – | ﹤0.01% | 763 |
|
|
2024
Q1 | $978 | Hold |
15
| – | – | ﹤0.01% | 704 |
|
|
2023
Q4 | $958 | Hold |
15
| – | – | ﹤0.01% | 771 |
|
|
2023
Q3 | $862 | Hold |
15
| – | – | ﹤0.01% | 749 |
|
|
2023
Q2 | $892 | Hold |
15
| – | – | ﹤0.01% | 735 |
|
|
2023
Q1 | $914 | Hold |
15
| – | – | ﹤0.01% | 679 |
|
|
2022
Q4 | $869 | Sell |
15
-56
| -79% | -$3.24K | ﹤0.01% | 673 |
|
|
2022
Q3 | $4K | Hold |
71
| – | – | ﹤0.01% | 549 |
|
|
2022
Q2 | $4K | Buy |
+71
| New | +$4K | ﹤0.01% | 595 |
|