Tradition Wealth Management’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
Q2 | $334K | Hold |
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|
2025
Q1 | $294K | Sell |
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|
2024
Q4 | $281K | Sell |
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|
2024
Q3 | $311K | Hold |
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|
2024
Q2 | $286K | Sell |
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|
2024
Q1 | $313K | Hold |
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|
2023
Q4 | $306K | Sell |
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|
2023
Q3 | $282K | Buy |
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|
2023
Q2 | $292K | Sell |
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|
2023
Q1 | $314K | Buy |
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|
2022
Q4 | $293K | Hold |
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|
2022
Q3 | $260K | Hold |
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|
2022
Q2 | $295K | Sell |
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|
2022
Q1 | $350K | Sell |
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|
2021
Q4 | $378K | Hold |
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|
2021
Q3 | $381K | Hold |
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|
2021
Q2 | $384K | Sell |
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|
2021
Q1 | $384K | Buy |
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|
2020
Q4 | $350K | Buy |
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