Signature Estate & Investment Advisors’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
Q3 | $686K | Buy |
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|
2025
Q2 | $628K | Buy |
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|
2025
Q1 | $544K | Sell |
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|
2024
Q4 | $630K | Sell |
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|
2024
Q3 | $1.24M | Sell |
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|
2024
Q2 | $1.66M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $190K | Sell |
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|
2018
Q1 | $448K | Sell |
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|
2017
Q4 | $18M | Sell |
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|
2017
Q3 | $25M | Buy |
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|
2017
Q2 | $22.2M | Buy |
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|
2017
Q1 | $19.6M | Buy |
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|
2016
Q4 | $16.1M | Buy |
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|
2016
Q3 | $14.4M | Buy |
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|
2016
Q2 | $10.2M | Buy |
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|
2016
Q1 | $8.72M | Sell |
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|
2015
Q4 | $9.21M | Buy |
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|
2015
Q3 | $8.33M | Buy |
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|
2015
Q2 | $7.81M | Buy |
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|
2015
Q1 | $6.21M | Buy |
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|
2014
Q4 | $4.62M | Sell |
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|
2014
Q3 | $30.9M | Buy |
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|
2014
Q2 | $29.5M | Buy |
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|
2014
Q1 | $22.2M | Buy |
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|
2013
Q4 | $1.53M | Buy |
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