Vestia Personal Wealth Advisors’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	$249K	Buy	3,321 +43	+1%	+$3.23K	0.17%	84
2025 Q1	$216K	Buy	3,278 +10	+0.3%	+$660	0.17%	85
2024 Q4	$206K	Sell	3,268 -4	-0.1%	-$252	0.17%	88
2024 Q3	$226K	Buy	3,272 +16	+0.5%	+$1.11K	0.21%	71
2024 Q2	$207K	Buy	+3,256	New	+$207K	0.22%	71