Creative Capital Management Investments’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Creative Capital Management Investments’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 Q3	–	Sell	-20	Closed	-$1.19K	–	246
2023 Q2	$1.19K	Hold	20	–	–	﹤0.01%	198
2023 Q1	$1.22K	Buy	+20	New	+$1.23K	﹤0.01%	214

Other funds holding DLS

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

3LCM

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

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

RJA

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

Creative Capital Management Investments's DLS Position: Q3 2023 in Review

Creative Capital Management Investments sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q3 2023, closing a stake of 20 shares — an estimated $1.19K sold.

Creative Capital Management Investments first reported a position in DLS in Q1 2023 and held it in 2 quarters. The position peaked at $1.22K in Q1 2023. 188 funds tracked by Wall St. Rank hold DLS as of Q3 2023.

Creative Capital Management Investments reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q3 2023 after selling out during the quarter.
Creative Capital Management Investments sold 20 WisdomTree International SmallCap Dividend Fund shares in Q3 2023, an estimated $1.19K.
Creative Capital Management Investments first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2023 and held it in 2 quarters.
Creative Capital Management Investments's WisdomTree International SmallCap Dividend Fund position peaked at $1.22K in Q1 2023.
188 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2023.

Based on Creative Capital Management Investments's 13F filing for Q3 2023, filed 25 Oct 2023.