Spire Wealth Management’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 | $968K | Buy |
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|
2025
Q2 | $911K | Buy |
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|
2025
Q1 | $794K | Sell |
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|
2024
Q4 | $793K | Buy |
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|
2024
Q3 | $858K | Buy |
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|
2024
Q2 | $783K | Buy |
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|
2024
Q1 | $753K | Buy |
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|
2023
Q4 | $663K | Hold |
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|
2023
Q3 | $616K | Hold |
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|
2023
Q2 | $637K | Sell |
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|
2023
Q1 | $674K | Buy |
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|
2022
Q4 | $616K | Sell |
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|
2022
Q3 | $932K | Sell |
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|
2022
Q2 | $1.08M | Buy |
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|
2022
Q1 | $1.24M | Sell |
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|
2021
Q4 | $1.53M | Buy |
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|
2021
Q3 | $1.34M | Buy |
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|
2021
Q2 | $1.34M | Sell |
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|
2021
Q1 | $1.88M | Buy |
|