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Danda Trouve Investment Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Danda Trouve Investment Management’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
2022
Q3 		$26K Buy
+500
New +$29.1K 0.05% 64

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Danda Trouve Investment Management's DLS Position: Q3 2022 in Review

Danda Trouve Investment Management opened a new position in WisdomTree International SmallCap Dividend Fund (DLS) in Q3 2022: 500 shares worth $26K. The stake represents 0.05% of the portfolio and ranks #64 among its holdings.

193 funds tracked by Wall St. Rank hold DLS as of Q3 2022.

  • Danda Trouve Investment Management held 500 shares of WisdomTree International SmallCap Dividend Fund worth $26K as of Q3 2022.
  • WisdomTree International SmallCap Dividend Fund was a new Danda Trouve Investment Management position in Q3 2022.
  • WisdomTree International SmallCap Dividend Fund made up 0.05% of Danda Trouve Investment Management's portfolio in Q3 2022, its #64 holding.
  • 193 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.