QPWM
Quadrant Private Wealth Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $388K | Buy |
5,167
+13
| +0.3% | +$977 | 0.08% | 170 |
|
2025
Q1 | $340K | Sell |
5,154
-931
| -15% | -$61.4K | 0.08% | 170 |
|
2024
Q4 | $383K | Buy |
6,085
+167
| +3% | +$10.5K | 0.09% | 171 |
|
2024
Q3 | $409K | Buy |
5,918
+1,978
| +50% | +$137K | 0.1% | 162 |
|
2024
Q2 | $250K | Buy |
+3,940
| New | +$250K | 0.06% | 210 |
|