Arkadios Wealth Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Arkadios Wealth Advisors’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
2021 Q4	–	Sell	-3	Closed	–	–	865
2021 Q3	$0	Hold	3	–	–	﹤0.01%	1905
2021 Q2	$0	Buy	+3	New	+$227	﹤0.01%	1957

Other funds holding DLS

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

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

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

3LCM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SWM

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Arkadios Wealth Advisors's DLS Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q4 2021, closing a stake of 3 shares.

Arkadios Wealth Advisors first reported a position in DLS in Q2 2021 and held it in 2 quarters. The position peaked at $0 in Q3 2021. 211 funds tracked by Wall St. Rank hold DLS as of Q4 2021.

Arkadios Wealth Advisors reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 3 WisdomTree International SmallCap Dividend Fund shares in Q4 2021.
Arkadios Wealth Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2021 and held it in 2 quarters.
Arkadios Wealth Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $0 in Q3 2021.
211 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.