Clearwater Capital Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Clearwater Capital Advisors’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	$212K	Hold	2,600	–	–	0.02%	171
2025 Q4	$211K	Hold	2,600	–	–	0.02%	158
2025 Q3	$207K	Buy	+2,600	New	+$202K	0.02%	163
2020 Q1	–	Sell	-2,831	Closed	-$201K	–	148
2019 Q4	$201K	Sell	2,831 -645	-19%	-$43.5K	0.03%	173
2019 Q3	$221K	Hold	3,476	–	–	0.04%	173
2019 Q2	$226K	Hold	3,476	–	–	0.04%	180
2019 Q1	$229K	Hold	3,476	–	–	0.04%	185
2018 Q4	$210K	Hold	3,476	–	–	0.05%	188
2018 Q3	$247K	Hold	3,476	–	–	0.05%	175
2018 Q2	$250K	Hold	3,476	–	–	0.05%	171
2018 Q1	$266K	Buy	3,476 +120	+4%	+$9.34K	0.06%	163
2017 Q4	$258K	Buy	3,356 +300	+10%	+$22.4K	0.06%	158
2017 Q3	$226K	Sell	3,056 -49	-2%	-$3.52K	0.05%	159
2017 Q2	$214K	Sell	3,105 -615	-17%	-$42.1K	0.05%	155
2017 Q1	$243K	Buy	+3,720	New	+$237K	0.07%	145

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