BDO Wealth Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$12.6K	Buy	212 +4	+2%	+$244	﹤0.01%	671
2023 Q1	$12.7K	Buy	208 +2	+1%	+$123	﹤0.01%	657
2022 Q4	$11.9K	Buy	206 +2	+1%	+$111	﹤0.01%	657
2022 Q3	$10K	Buy	+204	New	+$11.9K	﹤0.01%	704

Other funds holding DLS

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

CAG

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

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

RJA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BDO Wealth Advisors's DLS Position: Q2 2023 in Review

BDO Wealth Advisors increased its WisdomTree International SmallCap Dividend Fund (DLS) stake by 1.9% in Q2 2023, buying an estimated $244 and bringing the position to 212 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

BDO Wealth Advisors first reported a position in DLS in Q3 2022 and has held it in 4 quarters since. The position peaked at $12.7K in Q1 2023. 189 funds tracked by Wall St. Rank hold DLS as of Q2 2023.

BDO Wealth Advisors held 212 shares of WisdomTree International SmallCap Dividend Fund worth $12.6K as of Q2 2023.
BDO Wealth Advisors bought 4 WisdomTree International SmallCap Dividend Fund shares in Q2 2023, an estimated $244.
WisdomTree International SmallCap Dividend Fund made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #671 holding.
BDO Wealth Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q3 2022 and has held it in 4 quarters since.
BDO Wealth Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $12.7K in Q1 2023.
189 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.