Smart Money Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-9,713
| Closed | -$540K | – | 66 |
|
|
2021
Q2 | $540K | Buy |
+9,713
| New | +$540K | 0.62% | 25 |
|
|
2020
Q3 | – | Sell |
-27,495
| Closed | -$1.53M | – | 92 |
|
|
2020
Q2 | $1.53M | Buy |
27,495
+488
| +2% | +$27.1K | 0.9% | 34 |
|
|
2020
Q1 | $1.3M | Buy |
27,007
+1,217
| +5% | +$58.4K | 0.91% | 37 |
|
|
2019
Q4 | $1.83M | Buy |
25,790
+7,840
| +44% | +$557K | 1.07% | 25 |
|
|
2019
Q3 | $1.14M | Sell |
17,950
-69
| -0.4% | -$4.39K | 0.92% | 36 |
|
|
2019
Q2 | $1.17M | Sell |
18,019
-2,974
| -14% | -$193K | 0.97% | 36 |
|
|
2019
Q1 | $1.38M | Buy |
+20,993
| New | +$1.38M | 1.21% | 26 |
|