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

Burt 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
2021 Q1	–	Sell	-220	Closed	-$15K	–	157
2020 Q4	$15K	Hold	220	–	–	0.01%	261
2020 Q3	$13K	Hold	220	–	–	﹤0.01%	268
2020 Q2	$12K	Hold	220	–	–	﹤0.01%	256
2020 Q1	$11K	Hold	220	–	–	﹤0.01%	261
2019 Q4	$16K	Sell	220 -70	-24%	-$4.72K	0.01%	256
2019 Q3	$18K	Hold	290	–	–	0.01%	249
2019 Q2	$19K	Hold	290	–	–	0.01%	241
2019 Q1	$19K	Buy	+290	New	+$18.8K	0.01%	242

Other funds holding DLS

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

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

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

3LCM

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

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

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

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

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 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

Burt Wealth Advisors's DLS Position: Q1 2021 in Review

Burt Wealth Advisors sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q1 2021, closing a stake of 220 shares — an estimated $15K sold.

Burt Wealth Advisors first reported a position in DLS in Q1 2019 and held it in 8 quarters. The position peaked at $19K in Q2 2019. 192 funds tracked by Wall St. Rank hold DLS as of Q1 2021.

Burt Wealth Advisors reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 220 WisdomTree International SmallCap Dividend Fund shares in Q1 2021, an estimated $15K.
Burt Wealth Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2019 and held it in 8 quarters.
Burt Wealth Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $19K in Q2 2019.
192 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.