Total Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
3,276
-393
| -11% | -$29.5K | 0.03% | 98 |
|
|
2025
Q1 | $242K | Sell |
3,669
-217
| -6% | -$14.3K | 0.04% | 87 |
|
|
2024
Q4 | $245K | Sell |
3,886
-217
| -5% | -$13.7K | 0.04% | 87 |
|
|
2024
Q3 | $283K | Hold |
4,103
| – | – | 0.04% | 82 |
|
|
2024
Q2 | $273K | Hold |
4,103
| – | – | 0.04% | 84 |
|
|
2024
Q1 | $268K | Hold |
4,103
| – | – | 0.05% | 86 |
|
|
2023
Q4 | $262K | Hold |
4,103
| – | – | 0.05% | 85 |
|
|
2023
Q3 | $236K | Buy |
+4,103
| New | +$236K | 0.05% | 83 |
|