Wilbanks Smith & Thomas Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $208K | Sell |
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|
2023
Q4 | $213K | Sell |
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|
2023
Q3 | $298K | Sell |
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|
2023
Q2 | $310K | Sell |
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|
2023
Q1 | $370K | Sell |
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|
2022
Q4 | $361K | Sell |
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|
2022
Q3 | $402K | Hold |
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|
2022
Q2 | $456K | Sell |
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|
2022
Q1 | $544K | Sell |
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|
2021
Q4 | $641K | Sell |
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|
2021
Q3 | $669K | Sell |
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|
2021
Q2 | $786K | Sell |
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|
2021
Q1 | $876K | Sell |
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|
2020
Q4 | $833K | Sell |
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|
2020
Q3 | $749K | Sell |
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|
2020
Q2 | $854K | Sell |
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|
2020
Q1 | $1.01M | Sell |
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|
2019
Q4 | $2.53M | Sell |
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|
2019
Q3 | $3M | Sell |
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|
2019
Q2 | $4.66M | Sell |
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|
2019
Q1 | $24M | Buy |
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|
2018
Q4 | $21.9M | Sell |
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|
2018
Q3 | $26.1M | Sell |
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|
2018
Q2 | $28.1M | Buy |
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|
2018
Q1 | $29.7M | Buy |
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|
2017
Q4 | $28.5M | Buy |
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|
2017
Q3 | $26.6M | Buy |
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|
2017
Q2 | $24.8M | Buy |
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|
2017
Q1 | $22.8M | Buy |
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|
2016
Q4 | $19.9M | Buy |
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|
2016
Q3 | $19.7M | Buy |
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|
2016
Q2 | $17.7M | Sell |
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|
2016
Q1 | $18.7M | Buy |
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|
2015
Q4 | $17.6M | Buy |
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|
2015
Q3 | $16.3M | Buy |
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|
2015
Q2 | $17.2M | Buy |
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|
2015
Q1 | $15.9M | Buy |
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|
2014
Q4 | $14M | Buy |
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|
2014
Q3 | $14.7M | Sell |
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|
2014
Q2 | $17.5M | Buy |
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|
2014
Q1 | $15.7M | Sell |
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|
2013
Q4 | $15.7M | Buy |
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|
2013
Q3 | $7.32M | Buy |
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|
2013
Q2 | $5.85M | Buy |
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