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Regency Capital Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Regency Capital Management’s Portfolio DLS Stock Details DLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-19,073
Closed -$1.21M – 49
2024
Q2 		$1.21M Sell
19,073
-24,929
-57% -$1.58M 0.78% 29
2024
Q1 		$2.87M Buy
44,002
+262
+0.6% +$17.1K 1.83% 21
2023
Q4 		$2.79M Buy
+43,740
New +$2.79M 1.88% 24