CIBC World Market

CIBC World Market’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

CIBC World Market’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
2023 Q2	–	Sell	-14,939	Closed	-$910K	–	1231
2023 Q1	$910K	Buy	+14,939	New	+$915K	﹤0.01%	769
2021 Q3	–	Sell	-19,203	Closed	-$1.43M	–	1359
2021 Q2	$1.43M	Sell	19,203 -3,927	-17%	-$297K	﹤0.01%	694
2021 Q1	$1.67M	Buy	+23,130	New	+$1.64M	0.01%	632
2018 Q2	–	Sell	-3,685	Closed	-$282K	–	1163
2018 Q1	$282K	Buy	+3,685	New	+$287K	﹤0.01%	1006
2017 Q3	–	Sell	-3,169	Closed	-$220K	–	843
2017 Q2	$220K	Buy	+3,169	New	+$217K	﹤0.01%	1049

Other funds holding DLS

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

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

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

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

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return