Bingham Osborn & Scarborough’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Bingham Osborn & Scarborough’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
2021 Q4	–	Sell	-5,543	Closed	-$412K	–	43
2021 Q3	$412K	Hold	5,543	–	–	0.03%	105
2021 Q2	$414K	Hold	5,543	–	–	0.03%	108
2021 Q1	$400K	Hold	5,543	–	–	0.03%	98
2020 Q4	$378K	Hold	5,543	–	–	0.03%	92
2020 Q3	$332K	Hold	5,543	–	–	0.03%	125
2020 Q2	$308K	Hold	5,543	–	–	0.02%	117
2020 Q1	$266K	Sell	5,543 -810	-13%	-$50.5K	0.03%	119
2019 Q4	$452K	Buy	6,353 +335	+6%	+$22.6K	0.04%	100
2019 Q3	$382K	Buy	6,018 +487	+9%	+$30.8K	0.03%	103
2019 Q2	$360K	Buy	5,531 +1,175	+27%	+$77.5K	0.03%	106
2019 Q1	$287K	Buy	+4,356	New	+$282K	0.03%	118
2014 Q2	–	Sell	-3,770	Closed	-$245K	–	117
2014 Q1	$245K	Buy	+3,770	New	+$239K	0.03%	90

Other funds holding DLS

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

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bingham Osborn & Scarborough's DLS Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q4 2021, closing a stake of 5,543 shares — an estimated $412K sold.

Bingham Osborn & Scarborough first reported a position in DLS in Q1 2014 and held it in 12 quarters. The position peaked at $452K in Q4 2019. 211 funds tracked by Wall St. Rank hold DLS as of Q4 2021.

Bingham Osborn & Scarborough reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q4 2021 after selling out during the quarter.
Bingham Osborn & Scarborough sold 5,543 WisdomTree International SmallCap Dividend Fund shares in Q4 2021, an estimated $412K.
Bingham Osborn & Scarborough first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2014 and held it in 12 quarters.
Bingham Osborn & Scarborough's WisdomTree International SmallCap Dividend Fund position peaked at $452K in Q4 2019.
211 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.