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

Aspire 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
Q1 		– Sell
-1
Closed -$55 – 192
2022
Q4 		$55 Hold
1
– – ﹤0.01% 189
2022
Q3 		$0 Hold
1
– – ﹤0.01% 170
2022
Q2 		$0 Hold
1
– – ﹤0.01% 175
2022
Q1 		$0 Sell
1
-133
-99% -$9.33K ﹤0.01% 177
2021
Q4 		$10K Buy
+134
New +$9.87K 0.01% 151

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 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

Aspire Wealth Management's DLS Position: Q1 2023 in Review

Aspire Wealth Management sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q1 2023, closing a stake of 1 share — an estimated $55 sold.

Aspire Wealth Management first reported a position in DLS in Q4 2021 and held it in 5 quarters. The position peaked at $10K in Q4 2021. 197 funds tracked by Wall St. Rank hold DLS as of Q1 2023.

  • Aspire Wealth Management reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q1 2023 after selling out during the quarter.
  • Aspire Wealth Management sold 1 WisdomTree International SmallCap Dividend Fund share in Q1 2023, an estimated $55.
  • Aspire Wealth Management first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2021 and held it in 5 quarters.
  • Aspire Wealth Management's WisdomTree International SmallCap Dividend Fund position peaked at $10K in Q4 2021.
  • 197 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2023.

Based on Aspire Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.