WPA
Winning Points Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,216
| Closed | -$405K | – | 65 |
|
|
2021
Q4 | $405K | Buy |
+6,216
| New | +$405K | 0.29% | 48 |
|
|
2020
Q1 | – | Sell |
-6,816
| Closed | -$485K | – | 67 |
|
|
2019
Q4 | $485K | Buy |
6,816
+300
| +5% | +$21.3K | 0.31% | 51 |
|
|
2019
Q3 | $413K | Buy |
6,516
+300
| +5% | +$19K | 0.3% | 49 |
|
|
2019
Q2 | $405K | Hold |
6,216
| – | – | 0.29% | 48 |
|
|
2019
Q1 | $409K | Hold |
6,216
| – | – | 0.32% | 51 |
|
|
2018
Q4 | $375K | Buy |
6,216
+200
| +3% | +$12.1K | 0.32% | 52 |
|
|
2018
Q3 | $428K | Buy |
6,016
+710
| +13% | +$50.5K | 0.31% | 50 |
|
|
2018
Q2 | $381K | Hold |
5,306
| – | – | 0.3% | 52 |
|
|
2018
Q1 | $402K | Buy |
5,306
+56
| +1% | +$4.24K | 0.33% | 54 |
|
|
2017
Q4 | $402K | Hold |
5,250
| – | – | 0.33% | 55 |
|
|
2017
Q3 | $388K | Buy |
5,250
+200
| +4% | +$14.8K | 0.33% | 52 |
|
|
2017
Q2 | $349K | Buy |
5,050
+1,100
| +28% | +$76K | 0.34% | 52 |
|
|
2017
Q1 | $259K | Buy |
+3,950
| New | +$259K | 0.25% | 58 |
|