Wealth Enhancement Advisory Services’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 | $875K | Buy |
11,595
+5,857
| +102% | +$442K | ﹤0.01% | 1823 |
|
|
2025
Q1 | $379K | Sell |
5,738
-1,232
| -18% | -$81.3K | ﹤0.01% | 2236 |
|
|
2024
Q4 | $439K | Sell |
6,970
-277
| -4% | -$17.4K | ﹤0.01% | 2067 |
|
|
2024
Q3 | $500K | Sell |
7,247
-1,185
| -14% | -$81.8K | ﹤0.01% | 1819 |
|
|
2024
Q2 | $535K | Buy |
8,432
+3,481
| +70% | +$221K | ﹤0.01% | 1606 |
|
|
2024
Q1 | $323K | Sell |
4,951
-28
| -0.6% | -$1.83K | ﹤0.01% | 1871 |
|
|
2023
Q4 | $318K | Sell |
4,979
-762
| -13% | -$48.6K | ﹤0.01% | 1772 |
|
|
2023
Q3 | $330K | Buy |
+5,741
| New | +$330K | ﹤0.01% | 1681 |
|