Strategic Wealth Partners’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 | – | Hold |
0
| – | – | – | 1121 |
|
|
2019
Q1 | – | Sell |
-416
| Closed | -$27K | – | 774 |
|
|
2018
Q4 | $27K | Sell |
416
-91
| -18% | -$5.91K | 0.01% | 292 |
|
|
2018
Q3 | $36K | Hold |
507
| – | – | 0.02% | 259 |
|
|
2018
Q2 | $36K | Buy |
507
+6
| +1% | +$426 | 0.02% | 287 |
|
|
2018
Q1 | $38K | Buy |
+501
| New | +$38K | 0.02% | 267 |
|