SW
DLS icon

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

Simplicity Wealth’s Portfolio DLS Stock Details DLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,410
Closed -$407K – 677
2024
Q2 		$407K Hold
6,410
– – 0.01% 840
2024
Q1 		$418K Buy
+6,410
New +$406K 0.01% 800

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BW
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LI
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RJA
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MCM
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CAG
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HighTower Advisors
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CCA
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