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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baldwin Wealth Partners's DLS Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q4 2024, closing a stake of 1 share — an estimated $57 sold.

Baldwin Wealth Partners first reported a position in DLS in Q4 2022 and held it in 8 quarters. The position peaked at $65.2K in Q1 2024. 196 funds tracked by Wall St. Rank hold DLS as of Q4 2024.

Baldwin Wealth Partners reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 1 WisdomTree International SmallCap Dividend Fund share in Q4 2024, an estimated $57.
Baldwin Wealth Partners first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2022 and held it in 8 quarters.
Baldwin Wealth Partners's WisdomTree International SmallCap Dividend Fund position peaked at $65.2K in Q1 2024.
196 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.