Rockbridge Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Sell |
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|
2025
Q1 | $225K | Sell |
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|
2024
Q4 | $219K | Sell |
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|
2024
Q3 | $243K | Sell |
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|
2024
Q2 | $227K | Buy |
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|
2024
Q1 | $233K | Hold |
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|
2023
Q4 | $228K | Buy |
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|
2023
Q3 | $205K | Sell |
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|
2023
Q2 | $214K | Buy |
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|
2023
Q1 | $212K | Sell |
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|
2022
Q4 | $204K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $206K | Buy |
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|
2022
Q1 | $244K | Sell |
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|
2021
Q4 | $376K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $0 | Buy |
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