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Bangor Savings Bank’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Bangor Savings Bank’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
-130
Closed -$8.98K – 557
2024
Q3 		$8.98K Hold
130
– – ﹤0.01% 437
2024
Q2 		$8.25K Hold
130
– – ﹤0.01% 430
2024
Q1 		$8.48K Hold
130
– – ﹤0.01% 422
2023
Q4 		$8.3K Sell
130
-45
-26% -$2.63K ﹤0.01% 424
2023
Q3 		$10.1K Hold
175
– – ﹤0.01% 421
2023
Q2 		$10.4K Hold
175
– – ﹤0.01% 430
2023
Q1 		$10.7K Hold
175
– – ﹤0.01% 415
2022
Q4 		$10K Buy
+175
New +$9.72K ﹤0.01% 419

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