Redmont Wealth 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 | $2.77K | Buy |
+42
| New | +$2.77K | 0.01% | 152 |
|
|
2024
Q4 | – | Sell |
-42
| Closed | -$2.9K | – | 136 |
|
|
2024
Q3 | $2.9K | Hold |
42
| – | – | ﹤0.01% | 295 |
|
|
2024
Q2 | $2.66K | Buy |
+42
| New | +$2.66K | ﹤0.01% | 305 |
|
|
2022
Q2 | – | Sell |
-3,355
| Closed | -$230K | – | 109 |
|
|
2022
Q1 | $230K | Hold |
3,355
| – | – | 0.24% | 94 |
|
|
2021
Q4 | $247K | Buy |
+3,355
| New | +$247K | 0.26% | 81 |
|