Bank of Nova Scotia
DLS icon

Bank of Nova Scotia’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Bank of Nova Scotia’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
2022
Q1 		– Sell
-38,700
Closed -$2.85M – 1220
2021
Q4 		$2.85M Sell
38,700
-41,800
-52% -$3.08M ﹤0.01% 827
2021
Q3 		$5.98M Buy
80,500
+25,500
+46% +$1.94M 0.01% 593
2021
Q2 		$4.11M Buy
+55,000
New +$4.15M 0.01% 640
2021
Q1 		– Sell
-6,441
Closed -$440K – 1069
2020
Q4 		$440K Sell
6,441
-436
-6% -$27.7K ﹤0.01% 916
2020
Q3 		$412K Buy
6,877
+680
+11% +$40K ﹤0.01% 920
2020
Q2 		$345K Hold
6,197
– – ﹤0.01% 816
2020
Q1 		$298K Sell
6,197
-374
-6% -$23.3K ﹤0.01% 822
2019
Q4 		$465K Sell
6,571
-938
-12% -$63.2K ﹤0.01% 809
2019
Q3 		$477K Sell
7,509
-254
-3% -$16K ﹤0.01% 807
2019
Q2 		$505K Buy
+7,763
New +$512K ﹤0.01% 765

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SC
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EA
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Bank of America
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UBS Group
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3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return