Steward Partners Investment Advisory’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 | $9.54K | Sell |
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|
2025
Q2 | $9.99K | Sell |
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|
2025
Q1 | $10.7K | Buy |
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|
2024
Q4 | $7.55K | Hold |
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|
2024
Q3 | $8.29K | Hold |
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|
2024
Q2 | $7.61K | Hold |
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|
2024
Q1 | $7.83K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $911K | Hold |
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|
2021
Q4 | $978K | Hold |
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|
2021
Q3 | $986K | Hold |
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|
2021
Q2 | $992K | Sell |
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|
2021
Q1 | $1.01M | Buy |
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|
2020
Q4 | $904K | Hold |
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|
2020
Q3 | $795K | Hold |
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|
2020
Q2 | $739K | Hold |
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|
2020
Q1 | $638K | Buy |
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|
2019
Q4 | $904K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $117K | Sell |
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|
2018
Q2 | $191K | Buy |
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