Claraphi Advisory Network’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Claraphi Advisory Network’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
2020 Q2	–	Sell	-500	Closed	-$24K	–	494
2020 Q1	$24K	Buy	+500	New	+$31.2K	0.01%	593

Other funds holding DLS

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 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

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

GPWA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Claraphi Advisory Network's DLS Position: Q2 2020 in Review

Claraphi Advisory Network sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2020, closing a stake of 500 shares — an estimated $24K sold.

Claraphi Advisory Network first reported a position in DLS in Q1 2020 and held it in 1 quarter. The position peaked at $24K in Q1 2020. 181 funds tracked by Wall St. Rank hold DLS as of Q2 2020.

Claraphi Advisory Network reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 500 WisdomTree International SmallCap Dividend Fund shares in Q2 2020, an estimated $24K.
Claraphi Advisory Network first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2020 and held it in 1 quarter.
Claraphi Advisory Network's WisdomTree International SmallCap Dividend Fund position peaked at $24K in Q1 2020.
181 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.