1WM
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1900 Wealth Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

1900 Wealth Management’s Portfolio DLS Stock Details DLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-4,744
Closed -$326K – 227
2022
Q1 		$326K Sell
4,744
-8,424
-64% -$591K 0.03% 199
2021
Q4 		$970K Sell
13,168
-17,463
-57% -$1.29M 0.09% 132
2021
Q3 		$2.27M Buy
30,631
+14,996
+96% +$1.14M 0.22% 82
2021
Q2 		$1.17M Buy
15,635
+10,891
+230% +$823K 0.11% 109
2021
Q1 		$343 Hold
4,744
– – 0.03% 142
2020
Q4 		$323K Buy
+4,744
New +$302K 0.04% 116

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return