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Anchor Investment Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Anchor Investment 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
-42
Closed -$2.56K – 970
2023
Q1 		$2.56K Buy
+42
New +$2.57K ﹤0.01% 889

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Anchor Investment Management's DLS Position: Q2 2023 in Review

Anchor Investment Management sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2023, closing a stake of 42 shares — an estimated $2.56K sold.

Anchor Investment Management first reported a position in DLS in Q1 2023 and held it in 1 quarter. The position peaked at $2.56K in Q1 2023. 189 funds tracked by Wall St. Rank hold DLS as of Q2 2023.

  • Anchor Investment Management reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q2 2023 after selling out during the quarter.
  • Anchor Investment Management sold 42 WisdomTree International SmallCap Dividend Fund shares in Q2 2023, an estimated $2.56K.
  • Anchor Investment Management first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2023 and held it in 1 quarter.
  • Anchor Investment Management's WisdomTree International SmallCap Dividend Fund position peaked at $2.56K in Q1 2023.
  • 189 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2023.

Based on Anchor Investment Management's 13F filing for Q2 2023, filed 2 Jan 2024.