WFAG
Wescott Financial Advisory Group’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,429
| Closed | -$279K | – | 174 |
|
|
2024
Q4 | $279K | Sell |
4,429
-3,895
| -47% | -$245K | 0.03% | 148 |
|
|
2024
Q3 | $575K | Sell |
8,324
-749
| -8% | -$51.7K | 0.06% | 106 |
|
|
2024
Q2 | $576K | Sell |
9,073
-996
| -10% | -$63.2K | 0.07% | 107 |
|
|
2024
Q1 | $657K | Sell |
10,069
-1,905
| -16% | -$124K | 0.08% | 94 |
|
|
2023
Q4 | $765K | Sell |
11,974
-1,105
| -8% | -$70.6K | 0.11% | 81 |
|
|
2023
Q3 | $752K | Sell |
13,079
-1,554
| -11% | -$89.3K | 0.14% | 76 |
|
|
2023
Q2 | $870K | Sell |
14,633
-739
| -5% | -$43.9K | 0.15% | 78 |
|
|
2023
Q1 | $937K | Sell |
15,372
-2,294
| -13% | -$140K | 0.2% | 70 |
|
|
2022
Q4 | $1.02M | Sell |
17,666
-1,796
| -9% | -$104K | 0.22% | 62 |
|
|
2022
Q3 | $1M | Sell |
19,462
-1,202
| -6% | -$61.8K | 0.28% | 51 |
|
|
2022
Q2 | $1.21M | Sell |
20,664
-1,535
| -7% | -$89.6K | 0.33% | 47 |
|
|
2022
Q1 | $1.52M | Buy |
+22,199
| New | +$1.52M | 0.39% | 42 |
|