BA
DLS icon

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

Bellwether 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
2025
Q3 		– Sell
-1,225
Closed -$92K – 253
2025
Q2 		$92K Hold
1,225
– – 0.02% 180
2025
Q1 		$80.9K Hold
1,225
– – 0.02% 192
2024
Q4 		$77.1K Buy
+1,225
New +$79.7K 0.01% 199
2023
Q2 		– Sell
-1,225
Closed -$74.7K – 190
2023
Q1 		$74.7K Hold
1,225
– – 0.02% 165
2022
Q4 		$71K Hold
1,225
– – 0.02% 169
2022
Q3 		$63K Hold
1,225
– – 0.02% 139
2022
Q2 		$71K Hold
1,225
– – 0.02% 144
2022
Q1 		$84K Sell
1,225
-18
-1% -$1.26K 0.03% 165
2021
Q4 		$91K Buy
+1,243
New +$91.5K 0.03% 157

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
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return