CIBC Private Wealth Group
DLS icon

CIBC Private Wealth Group’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$201K Hold
2,487
– – ﹤0.01% 1186
2025
Q3 		$198K Buy
2,487
+89
+4% +$6.93K ﹤0.01% 1184
2025
Q2 		$180K Sell
2,398
-134
-5% -$9.39K ﹤0.01% 1166
2025
Q1 		$152K Buy
2,532
+134
+6% +$8.73K ﹤0.01% 1184
2024
Q4 		$149K Hold
2,398
– – ﹤0.01% 1274
2024
Q3 		$166K Buy
2,398
+1,446
+152% +$95.8K ﹤0.01% 1283
2024
Q2 		$61.5K Hold
952
– – ﹤0.01% 1586
2024
Q1 		$61.8K Buy
+952
New +$60.3K ﹤0.01% 1585
2019
Q2 		– Sell
-3,530
Closed -$232K – 929
2019
Q1 		$232K Hold
3,530
– – ﹤0.01% 871
2018
Q4 		$213K Sell
3,530
-484
-12% -$31.4K ﹤0.01% 834
2018
Q3 		$286K Buy
4,014
+484
+14% +$34.6K ﹤0.01% 873
2018
Q2 		$254K Hold
3,530
– – ﹤0.01% 881
2018
Q1 		$270K Hold
3,530
– – ﹤0.01% 887
2017
Q4 		$271K Sell
3,530
-30
-0.8% -$2.25K ﹤0.01% 886
2017
Q3 		$263K Buy
+3,560
New +$256K ﹤0.01% 859

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return