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Carolinas Wealth Consulting’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Carolinas Wealth Consulting’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
-26
Closed -$2K – 953
2020
Q4 		$2K Hold
26
– – ﹤0.01% 736
2020
Q3 		$2K Hold
26
– – ﹤0.01% 687
2020
Q2 		$1K Buy
+26
New +$1.38K ﹤0.01% 554

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Bank of America
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
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
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
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

Carolinas Wealth Consulting's DLS Position: Q1 2021 in Review

Carolinas Wealth Consulting sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q1 2021, closing a stake of 26 shares — an estimated $2K sold.

Carolinas Wealth Consulting first reported a position in DLS in Q2 2020 and held it in 3 quarters. The position peaked at $2K in Q4 2020. 192 funds tracked by Wall St. Rank hold DLS as of Q1 2021.

  • Carolinas Wealth Consulting reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q1 2021 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 26 WisdomTree International SmallCap Dividend Fund shares in Q1 2021, an estimated $2K.
  • Carolinas Wealth Consulting first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2020 and held it in 3 quarters.
  • Carolinas Wealth Consulting's WisdomTree International SmallCap Dividend Fund position peaked at $2K in Q4 2020.
  • 192 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2021, filed 17 May 2021.