Surevest’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Surevest’s Portfolio DLS Stock Details DLS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell
2019 Q4	$4.51M	Buy
2019 Q3	$3.89M	Buy
2019 Q2	$3.73M	Buy
2019 Q1	$3.04M	Buy
2018 Q4	$2.15M	Buy