Better Money Decisions’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Better Money Decisions’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 Q3	–	Sell	-1,350	Closed	-$79K	–	155
2022 Q2	$79K	Buy	+1,350	New	+$86.3K	0.07%	112
2021 Q4	–	Sell	-1,350	Closed	-$100K	–	197
2021 Q3	$100K	Hold	1,350	–	–	0.08%	109
2021 Q2	$101K	Buy	+1,350	New	+$102K	0.09%	101

Other funds holding DLS

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

3LCM

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

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SWM

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

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Better Money Decisions's DLS Position: Q3 2022 in Review

Better Money Decisions sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q3 2022, closing a stake of 1,350 shares — an estimated $79K sold.

Better Money Decisions first reported a position in DLS in Q2 2021 and held it in 3 quarters. The position peaked at $101K in Q2 2021. 191 funds tracked by Wall St. Rank hold DLS as of Q3 2022.

Better Money Decisions reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 1,350 WisdomTree International SmallCap Dividend Fund shares in Q3 2022, an estimated $79K.
Better Money Decisions first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2021 and held it in 3 quarters.
Better Money Decisions's WisdomTree International SmallCap Dividend Fund position peaked at $101K in Q2 2021.
191 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.