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

Advocacy Wealth Management Services’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 Q4	–	Sell	-1,365	Closed	-$73K	–	61
2022 Q3	$73K	Hold	1,365	–	–	0.01%	39
2022 Q2	$80K	Hold	1,365	–	–	0.01%	41
2022 Q1	$94K	Hold	1,365	–	–	0.02%	37
2021 Q4	$101K	Hold	1,365	–	–	0.02%	41
2021 Q3	$101K	Hold	1,365	–	–	0.02%	41
2021 Q2	$102K	Hold	1,365	–	–	0.02%	44
2021 Q1	$100K	Hold	1,365	–	–	0.02%	49
2020 Q4	$93K	Hold	1,365	–	–	0.01%	49
2020 Q3	$82K	Hold	1,365	–	–	0.01%	53
2020 Q2	$76K	Hold	1,365	–	–	0.02%	49
2020 Q1	$63K	Hold	1,365	–	–	0.01%	40
2019 Q4	$97K	Hold	1,365	–	–	0.03%	40
2019 Q3	$87K	Hold	1,365	–	–	0.06%	36
2019 Q2	$89K	Hold	1,365	–	–	0.06%	31
2019 Q1	$91K	Hold	1,365	–	–	0.1%	27
2018 Q4	$82K	Hold	1,365	–	–	0.06%	26
2018 Q3	$97K	Hold	1,365	–	–	0.06%	23
2018 Q2	$98K	Hold	1,365	–	–	0.06%	19
2018 Q1	$104K	Hold	1,365	–	–	0.07%	20
2017 Q4	$105K	Sell	1,365 -1,365	-50%	-$102K	0.07%	25
2017 Q3	$190K	Buy	2,730 +1,365	+100%	+$98.2K	0.08%	25
2017 Q2	$95K	Hold	1,365	–	–	0.03%	48
2017 Q1	$89K	Hold	1,365	–	–	0.03%	52
2016 Q4	$82K	Hold	1,365	–	–	0.02%	49
2016 Q3	$84K	Hold	1,365	–	–	0.03%	82
2016 Q2	$77K	Sell	1,365 -35	-3%	-$2.07K	0.04%	114
2016 Q1	$82K	Buy	1,400 +660	+89%	+$36.5K	0.06%	143
2015 Q4	$43K	Buy	+740	New	+$42.9K	0.05%	179

Other funds holding DLS

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

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

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 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

3LCM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

SWM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advocacy Wealth Management Services's DLS Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q4 2022, closing a stake of 1,365 shares — an estimated $73K sold.

Advocacy Wealth Management Services first reported a position in DLS in Q4 2015 and held it in 28 quarters. The position peaked at $190K in Q3 2017. 196 funds tracked by Wall St. Rank hold DLS as of Q4 2022.

Advocacy Wealth Management Services reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 1,365 WisdomTree International SmallCap Dividend Fund shares in Q4 2022, an estimated $73K.
Advocacy Wealth Management Services first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2015 and held it in 28 quarters.
Advocacy Wealth Management Services's WisdomTree International SmallCap Dividend Fund position peaked at $190K in Q3 2017.
196 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.