TCI Wealth Advisors’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 | $319K | Hold |
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|
2025
Q2 | $301K | Sell |
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|
2025
Q1 | $290K | Hold |
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|
2024
Q4 | $276K | Hold |
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|
2024
Q3 | $303K | Buy |
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|
2024
Q2 | $238K | Hold |
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|
2024
Q1 | $244K | Hold |
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|
2023
Q4 | $239K | Hold |
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|
2023
Q3 | $215K | Hold |
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|
2023
Q2 | $223K | Hold |
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|
2023
Q1 | $228K | Hold |
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|
2022
Q4 | $217K | Hold |
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|
2022
Q3 | $193K | Sell |
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|
2022
Q2 | $226K | Hold |
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|
2022
Q1 | $267K | Hold |
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|
2021
Q4 | $286K | Hold |
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|
2021
Q3 | $288K | Hold |
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|
2021
Q2 | $290K | Sell |
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|
2021
Q1 | $404K | Hold |
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|
2020
Q4 | $381K | Hold |
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|
2020
Q3 | $335K | Sell |
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|
2020
Q2 | $317K | Sell |
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|
2020
Q1 | $305K | Sell |
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|
2019
Q4 | $691K | Sell |
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|
2019
Q3 | $646K | Hold |
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|
2019
Q2 | $661K | Sell |
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|
2019
Q1 | $770K | Sell |
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|
2018
Q4 | $729K | Sell |
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|
2018
Q3 | $869K | Hold |
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|
2018
Q2 | $879K | Sell |
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|
2018
Q1 | $1.01M | Hold |
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|
2017
Q4 | $1.01M | Hold |
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|
2017
Q3 | $977K | Hold |
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|
2017
Q2 | $919K | Buy |
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|
2017
Q1 | $844K | Sell |
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|
2016
Q4 | $860K | Sell |
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|
2016
Q3 | $884K | Sell |
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|
2016
Q2 | $820K | Sell |
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|
2016
Q1 | $887K | Buy |
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|
2015
Q4 | $867K | Buy |
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|
2015
Q3 | $640K | Buy |
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|
2015
Q2 | $210K | Buy |
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