Shelton Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,889
| Closed | -$206K | – | 818 |
|
|
2018
Q3 | $206K | Buy |
2,889
+15
| +0.5% | +$1.07K | 0.01% | 847 |
|
|
2018
Q2 | $207K | Buy |
+2,874
| New | +$207K | 0.01% | 786 |
|
|
2018
Q1 | – | Sell |
-2,942
| Closed | -$226K | – | 854 |
|
|
2017
Q4 | $226K | Sell |
2,942
-15
| -0.5% | -$1.15K | 0.01% | 749 |
|
|
2017
Q3 | $219K | Sell |
2,957
-100
| -3% | -$7.41K | 0.01% | 738 |
|
|
2017
Q2 | $213K | Buy |
+3,057
| New | +$213K | 0.02% | 783 |
|