Surevest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-63,484
| Closed | -$4.52M | – | 108 |
|
|
2019
Q4 | $4.52M | Buy |
63,484
+2,215
| +4% | +$158K | 1.93% | 9 |
|
|
2019
Q3 | $3.89M | Buy |
61,269
+3,819
| +7% | +$243K | 1.92% | 9 |
|
|
2019
Q2 | $3.74M | Buy |
57,450
+11,192
| +24% | +$728K | 1.94% | 10 |
|
|
2019
Q1 | $3.04M | Buy |
46,258
+10,530
| +29% | +$693K | 1.87% | 14 |
|
|
2018
Q4 | $2.16M | Buy |
+35,728
| New | +$2.16M | 1.7% | 18 |
|