Advisornet Financial’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Advisornet Financial’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
2026 Q1	$4.92K	Hold	60	–	–	﹤0.01%	1734
2025 Q4	$4.88K	Hold	60	–	–	﹤0.01%	1730
2025 Q3	$4.75K	Buy	60 +1	+2%	+$78	﹤0.01%	1709
2025 Q2	$4.47K	Hold	59	–	–	﹤0.01%	1696
2025 Q1	$3.87K	Hold	59	–	–	﹤0.01%	1661
2024 Q4	$3.68K	Buy	59 +1	+2%	+$65	﹤0.01%	1520
2024 Q3	$4K	Hold	58	–	–	﹤0.01%	1625
2024 Q2	$3.68K	Hold	58	–	–	﹤0.01%	1516
2024 Q1	$3.78K	Hold	58	–	–	﹤0.01%	1494
2023 Q4	$3.7K	Sell	58 -31	-35%	-$1.81K	﹤0.01%	1553
2023 Q3	$5.12K	Buy	89 +72	+424%	+$4.31K	﹤0.01%	1413
2023 Q2	$1.01K	Hold	17	–	–	﹤0.01%	1879
2023 Q1	$1.04K	Hold	17	–	–	﹤0.01%	1871
2022 Q4	$985	Sell	17 -74	-81%	-$4.11K	﹤0.01%	1840
2022 Q3	$5K	Buy	91 +1	+1%	+$58	﹤0.01%	1505
2022 Q2	$5K	Buy	90 +1	+1%	+$64	﹤0.01%	1499
2022 Q1	$6K	Buy	89 +1	+1%	+$70	﹤0.01%	1562
2021 Q4	$6K	Buy	+88	New	+$6.48K	﹤0.01%	1604

Other funds holding DLS

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Bank of America

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

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

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

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atomi Financial Group New York $3.24B AUM 32.85% 1-Year Est. Return