BWP
DLS icon

Baldwin Wealth Partners’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-1
Closed -$57 – 443
2024
Q3 		$57 Sell
1
-999
-100% -$66.2K ﹤0.01% 1072
2024
Q2 		$63.4K Hold
1,000
– – ﹤0.01% 316
2024
Q1 		$65.2K Hold
1,000
– – ﹤0.01% 329
2023
Q4 		$63.8K Hold
1,000
– – 0.01% 344
2023
Q3 		$57.5K Hold
1,000
– – ﹤0.01% 375
2023
Q2 		$59.5K Hold
1,000
– – ﹤0.01% 392
2023
Q1 		$60.9K Hold
1,000
– – 0.01% 399
2022
Q4 		$58K Buy
+1,000
New +$55.6K 0.01% 396

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.46B AUM 19.17% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return