Sound Income Strategies’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.36K | Hold |
98
| – | – | ﹤0.01% | 1006 |
|
2025
Q1 | $6.47K | Hold |
98
| – | – | ﹤0.01% | 1010 |
|
2024
Q4 | $6.17K | Hold |
98
| – | – | ﹤0.01% | 950 |
|
2024
Q3 | $6.77K | Hold |
98
| – | – | ﹤0.01% | 885 |
|
2024
Q2 | $6.22K | Buy |
+98
| New | +$6.22K | ﹤0.01% | 888 |
|
2024
Q1 | – | Sell |
-269
| Closed | -$17.2K | – | 1375 |
|
2023
Q4 | $17.2K | Buy |
+269
| New | +$17.2K | ﹤0.01% | 623 |
|
2022
Q4 | – | Sell |
-12
| Closed | -$1K | – | 991 |
|
2022
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 775 |
|
2022
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 793 |
|