Covestor’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Covestor’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
2024 Q3	–	Sell	-91	Closed	-$6K	–	2315
2024 Q2	$6K	Buy	91 +11	+14%	+$714	﹤0.01%	1742
2024 Q1	$5K	Buy	80 +4	+5%	+$253	﹤0.01%	1776
2023 Q4	$5K	Sell	76 -27	-26%	-$1.58K	﹤0.01%	1766
2023 Q3	$6K	Sell	103 -41	-28%	-$2.45K	﹤0.01%	1669
2023 Q2	$9K	Sell	144 -42	-23%	-$2.56K	0.01%	1493
2023 Q1	$11K	Sell	186 -31	-14%	-$1.9K	0.01%	1257
2022 Q4	$13K	Sell	217 -22	-9%	-$1.22K	0.01%	1190
2022 Q3	$12K	Sell	239 -26	-10%	-$1.51K	0.01%	1181
2022 Q2	$15K	Sell	265 -88	-25%	-$5.62K	0.01%	1053
2022 Q1	$24K	Buy	353 +30	+9%	+$2.1K	0.02%	1008
2021 Q4	$24K	Buy	+323	New	+$23.8K	0.03%	812

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

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

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

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

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

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

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Checchi Capital Advisers Beverly Hills, California $1.46B AUM 19.17% 1-Year Est. Return