Vestia Personal 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
$263K Sell
2025
Q2
$249K Buy
2025
Q1
$216K Buy
2024
Q4
$206K Sell
2024
Q3
$226K Buy
2024
Q2
$207K Buy