Accel Wealth Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Accel 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
2023 Q2	–	Sell	-194	Closed	-$11.8K	–	342
2023 Q1	$11.8K	Hold	194	–	–	﹤0.01%	844
2022 Q4	$11.2K	Buy	194 +1	+0.5%	+$56	0.01%	682
2022 Q3	$10K	Buy	193 +1	+0.5%	+$58	0.01%	726
2022 Q2	$11K	Buy	192 +2	+1%	+$128	0.01%	686
2022 Q1	$13K	Sell	190 -158	-45%	-$11.1K	0.01%	654
2021 Q4	$26K	Buy	348 +121	+53%	+$8.91K	0.01%	510
2021 Q3	$17K	Sell	227 -118	-34%	-$8.98K	0.01%	535
2021 Q2	$26K	Buy	345 +4	+1%	+$302	0.02%	465
2021 Q1	$25K	Buy	341 +1	+0.3%	+$71	0.02%	444
2020 Q4	$23K	Buy	+340	New	+$21.6K	0.02%	456

Other funds holding DLS

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Accel Wealth Management's DLS Position: Q2 2023 in Review

Accel Wealth Management sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2023, closing a stake of 194 shares — an estimated $11.8K sold.

Accel Wealth Management first reported a position in DLS in Q4 2020 and held it in 10 quarters. The position peaked at $26K in Q4 2021. 189 funds tracked by Wall St. Rank hold DLS as of Q2 2023.

Accel Wealth Management reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 194 WisdomTree International SmallCap Dividend Fund shares in Q2 2023, an estimated $11.8K.
Accel Wealth Management first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's WisdomTree International SmallCap Dividend Fund position peaked at $26K in Q4 2021.
189 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.