Wealthspire Advisors (New York)’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 | $302K | Buy |
4,021
+17
| +0.4% | +$1.28K | ﹤0.01% | 663 |
|
|
2025
Q1 | $264K | Buy |
4,004
+3
| +0.1% | +$198 | ﹤0.01% | 670 |
|
|
2024
Q4 | $252K | Sell |
4,001
-3,980
| -50% | -$251K | ﹤0.01% | 682 |
|
|
2024
Q3 | $551K | Buy |
+7,981
| New | +$551K | 0.01% | 475 |
|
|
2022
Q1 | – | Sell |
-7,727
| Closed | -$569K | – | 467 |
|
|
2021
Q4 | $569K | Buy |
7,727
+4
| +0.1% | +$295 | 0.01% | 302 |
|
|
2021
Q3 | $573K | Buy |
7,723
+3
| +0% | +$223 | 0.01% | 334 |
|
|
2021
Q2 | $577K | Buy |
+7,720
| New | +$577K | 0.02% | 210 |
|
|
2020
Q2 | – | Sell |
-8,681
| Closed | -$417K | – | 334 |
|
|
2020
Q1 | $417K | Buy |
+8,681
| New | +$417K | 0.02% | 329 |
|