Total Wealth Planning’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Total Wealth Planning’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
2025 Q3	$260K	Hold
2025 Q2	$246K	Sell
2025 Q1	$242K	Sell
2024 Q4	$245K	Sell
2024 Q3	$283K	Hold
2024 Q2	$273K	Hold
2024 Q1	$268K	Hold
2023 Q4	$262K	Hold
2023 Q3	$236K	Buy