Beaird Harris Wealth Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Beaird Harris Wealth Management’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
2026 Q2	$1.21M	Sell	14,454 -160	-1%	-$13.8K	0.08%	70
2026 Q1	$1.19M	Sell	14,614 -1,487	-9%	-$126K	0.08%	71
2025 Q4	$1.3M	Sell	16,101 -517	-3%	-$40.8K	0.09%	68
2025 Q3	$1.32M	Sell	16,618 -187	-1%	-$14.6K	0.09%	64
2025 Q2	$1.26M	Sell	16,805 -80	-0.5%	-$5.61K	0.1%	64
2025 Q1	$1.11M	Sell	16,885 -466	-3%	-$30.4K	0.09%	60
2024 Q4	$1.09M	Buy	17,351 +176	+1%	+$11.5K	0.09%	62
2024 Q3	$1.19M	Sell	17,175 -969	-5%	-$64.2K	0.1%	58
2024 Q2	$1.15M	Sell	18,144 -2,552	-12%	-$166K	0.11%	55
2024 Q1	$1.35M	Sell	20,696 -291	-1%	-$18.4K	0.13%	49
2023 Q4	$1.34M	Sell	20,987 -758	-3%	-$44.4K	0.14%	48
2023 Q3	$1.25M	Sell	21,745 -321	-1%	-$19.2K	0.15%	45
2023 Q2	$1.31M	Sell	22,066 -3,081	-12%	-$188K	0.16%	42
2023 Q1	$1.53M	Sell	25,147 -107	-0.4%	-$6.55K	0.28%	37
2022 Q4	$1.46M	Sell	25,254 -8,613	-25%	-$479K	0.27%	36
2022 Q3	$1.74M	Sell	33,867 -3,576	-10%	-$208K	0.38%	30
2022 Q2	$2.19M	Sell	37,443 -428	-1%	-$27.4K	0.6%	21
2022 Q1	$2.6M	Sell	37,871 -697	-2%	-$48.9K	0.94%	19
2021 Q4	$2.84M	Buy	+38,568	New	+$2.84M	1.04%	12

Other funds holding DLS

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

Evanson Financial Mclean, Virginia $2.04B AUM

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return