Windward Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $783K | Sell |
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|
2025
Q1 | $765K | Hold |
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|
2024
Q4 | $730K | Sell |
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|
2024
Q3 | $858K | Hold |
|
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|
2024
Q2 | $788K | Sell |
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|
2024
Q1 | $810K | Sell |
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|
2023
Q4 | $799K | Sell |
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|
2023
Q3 | $1.11M | Sell |
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|
2023
Q2 | $1.19M | Sell |
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|
2023
Q1 | $1.31M | Sell |
|
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $1.25M | Hold |
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|
2022
Q2 | $1.42M | Sell |
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|
2022
Q1 | $1.69M | Sell |
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|
2021
Q4 | $2.63M | Sell |
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|
2021
Q3 | $2.89M | Sell |
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|
2021
Q2 | $2.91M | Sell |
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|
2021
Q1 | $2.89M | Sell |
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|
2020
Q4 | $2.88M | Buy |
|