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

Avior 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
2024 Q2	–	Sell	-895	Closed	-$58.4K	–	2657
2024 Q1	$58.4K	Buy	895 +6	+0.7%	+$380	﹤0.01%	1184
2023 Q4	$56.8K	Sell	889 -4,194	-83%	-$245K	﹤0.01%	709
2023 Q3	$292K	Buy	5,083 +342	+7%	+$20.5K	0.02%	447
2023 Q2	$282K	Buy	4,741 +16	+0.3%	+$976	0.02%	457
2023 Q1	$288K	Buy	+4,725	New	+$289K	0.02%	458
2021 Q1	–	Sell	-117	Closed	-$7K	–	1033
2020 Q4	$7K	Buy	+117	New	+$7.44K	﹤0.01%	751

Other funds holding DLS

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

Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return

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

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Bank of America

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

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

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

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return