Strategic Wealth Partners’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
Hold
2025
Q2
Hold
2019
Q1
Sell
2018
Q4
$27K Sell
2018
Q3
$36K Hold
2018
Q2
$36K Buy
2018
Q1
$38K Buy