Sound Stewardship’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 | $621K | Sell |
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|
2025
Q2 | $649K | Hold |
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|
2025
Q1 | $571K | Sell |
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|
2024
Q4 | $557K | Buy |
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|
2024
Q3 | $605K | Sell |
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|
2024
Q2 | $574K | Hold |
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|
2024
Q1 | $590K | Sell |
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|
2023
Q4 | $590K | Sell |
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|
2023
Q3 | $656K | Sell |
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|
2023
Q2 | $691K | Sell |
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|
2023
Q1 | $723K | Sell |
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|
2022
Q4 | $800K | Buy |
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