Winning Points Advisors’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
2022
Q1
Sell
-6,216
Closed -$405K 65
2021
Q4
$405K Buy
+6,216
New +$458K 0.3% 49
2020
Q1
Sell
-6,816
Closed -$485K 67
2019
Q4
$485K Buy
6,816
+300
+5% +$20.2K 0.31% 51
2019
Q3
$413K Buy
6,516
+300
+5% +$19K 0.3% 49
2019
Q2
$405K Hold
6,216
0.3% 49
2019
Q1
$409K Hold
6,216
0.32% 51
2018
Q4
$375K Buy
6,216
+200
+3% +$13K 0.32% 52
2018
Q3
$428K Buy
6,016
+710
+13% +$50.7K 0.31% 50
2018
Q2
$381K Hold
5,306
0.3% 52
2018
Q1
$402K Buy
5,306
+56
+1% +$4.36K 0.33% 54
2017
Q4
$402K Hold
5,250
0.33% 55
2017
Q3
$388K Buy
5,250
+200
+4% +$14.4K 0.33% 52
2017
Q2
$349K Buy
5,050
+1,100
+28% +$75.3K 0.34% 52
2017
Q1
$259K Buy
+3,950
New +$252K 0.25% 58

Other funds holding DLS