Cetera Investment Advisers

Cetera Investment Advisers’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Cetera Investment Advisers’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
2026 Q1	$1.61M	Buy	19,715 +2,855	+17%	+$241K	﹤0.01%	2483
2025 Q4	$1.37M	Sell	16,860 -1,128	-6%	-$89.1K	﹤0.01%	2561
2025 Q3	$1.43M	Buy	17,988 +12,624	+235%	+$983K	﹤0.01%	2462
2025 Q2	$403K	Sell	5,364 -426	-7%	-$29.9K	﹤0.01%	3138
2025 Q1	$382K	Sell	5,790 -303	-5%	-$19.7K	﹤0.01%	3072
2024 Q4	$384K	Sell	6,093 -244	-4%	-$15.9K	﹤0.01%	2905
2024 Q3	$438K	Sell	6,337 -1,494	-19%	-$99K	﹤0.01%	2753
2024 Q2	$497K	Sell	7,831 -6,602	-46%	-$428K	﹤0.01%	2602
2024 Q1	$941K	Buy	14,433 +9,898	+218%	+$627K	﹤0.01%	2126
2023 Q4	$290K	Sell	4,535 -399	-8%	-$23.3K	﹤0.01%	1806
2023 Q3	$284K	Sell	4,934 -1,140	-19%	-$68.2K	﹤0.01%	1765
2023 Q2	$361K	Sell	6,074 -12,830	-68%	-$783K	﹤0.01%	1627
2023 Q1	$1.15M	Buy	18,904 +10,081	+114%	+$617K	0.01%	966
2022 Q4	$511K	Buy	+8,823	New	+$490K	﹤0.01%	1363
2021 Q3	–	Sell	-3,020	Closed	-$226K	–	1810
2021 Q2	$226K	Buy	+3,020	New	+$228K	﹤0.01%	1592

Other funds holding DLS

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

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atomi Financial Group New York $3.24B AUM 32.85% 1-Year Est. Return