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Whitaker-Myers Wealth Managers’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Whitaker-Myers Wealth Managers’s Portfolio DLS Stock Details DLS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-120,116
Closed -$7.14M – 79
2023
Q2 		$7.14M Buy
120,116
+14,540
+14% +$865K 4.78% 6
2023
Q1 		$6.43M Buy
105,576
+34,410
+48% +$2.1M 4.98% 5
2022
Q4 		$4.12M Buy
+71,166
New +$4.12M 3.95% 6