SWM
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Stonebridge Wealth Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Stonebridge Wealth Management’s Portfolio DLS Stock Details DLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$815K Buy
+10,853
New +$815K 0.77% 25