Williams & Novak’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 | $412K | Sell |
5,483
-35
| -0.6% | -$2.63K | 0.35% | 73 |
|
|
2025
Q1 | $365K | Sell |
5,518
-150
| -3% | -$9.92K | 0.36% | 70 |
|
|
2024
Q4 | $357K | Sell |
5,668
-305
| -5% | -$19.2K | 0.34% | 69 |
|
|
2024
Q3 | $412K | Sell |
5,973
-686
| -10% | -$47.4K | 0.38% | 70 |
|
|
2024
Q2 | $422K | Sell |
6,659
-1,886
| -22% | -$120K | 0.39% | 58 |
|
|
2024
Q1 | $546K | Hold |
8,545
| – | – | 0.62% | 44 |
|
|
2023
Q4 | $546K | Buy |
+8,545
| New | +$546K | 0.62% | 44 |
|