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 $20.7B AUM 19.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return