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Rooted Wealth Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Rooted Wealth Advisors’s Portfolio DLS Stock Details DLS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-28,709
Closed -$1.78M – 88
2023
Q1 		$1.78M Buy
28,709
+775
+3% +$48K 1.32% 23
2022
Q4 		$1.62M Buy
+27,934
New +$1.62M 1.36% 23