Wealthspire Advisors (New York)’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
Q4 | $327K | Buy |
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|
2025
Q3 | $320K | Buy |
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|
2025
Q2 | $302K | Buy |
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|
2025
Q1 | $264K | Buy |
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|
2024
Q4 | $252K | Sell |
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|
2024
Q3 | $551K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $569K | Buy |
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|
2021
Q3 | $573K | Buy |
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|
2021
Q2 | $577K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $417K | Buy |
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