Waverly 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 | $1.63M | Sell |
21,668
-85
| -0.4% | -$6.38K | 0.02% | 530 |
|
|
2025
Q1 | $1.44M | Sell |
21,753
-814
| -4% | -$53.7K | 0.02% | 541 |
|
|
2024
Q4 | $1.42M | Sell |
22,567
-773
| -3% | -$48.7K | 0.02% | 449 |
|
|
2024
Q3 | $1.61M | Sell |
23,340
-387
| -2% | -$26.7K | 0.03% | 370 |
|
|
2024
Q2 | $1.51M | Sell |
23,727
-5,412
| -19% | -$343K | 0.03% | 365 |
|
|
2024
Q1 | $1.9M | Buy |
+29,139
| New | +$1.9M | 0.04% | 263 |
|