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Sequoia Financial Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Sequoia Financial Advisors’s Portfolio DLS Stock Details DLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$649K Sell
8,635
-838
-9% -$62.9K ﹤0.01% 875
2025
Q1 		$625K Buy
+9,473
New +$625K ﹤0.01% 767