Destiny Wealth Partners’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Destiny Wealth Partners’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 Q1	–	Sell	-147	Closed	-$11K	–	555
2021 Q4	$11K	Hold	147	–	–	﹤0.01%	434
2021 Q3	$11K	Buy	+147	New	+$11.2K	﹤0.01%	414
2021 Q2	–	Sell	-147	Closed	-$11K	–	261
2021 Q1	$11K	Hold	147	–	–	﹤0.01%	402
2020 Q4	$10K	Buy	+147	New	+$9.35K	﹤0.01%	407

Other funds holding DLS

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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

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

3LCM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MHS

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

SWM

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

Destiny Wealth Partners's DLS Position: Q1 2022 in Review

Destiny Wealth Partners sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q1 2022, closing a stake of 147 shares — an estimated $11K sold.

Destiny Wealth Partners first reported a position in DLS in Q4 2020 and held it in 4 quarters. The position peaked at $11K in Q4 2021. 207 funds tracked by Wall St. Rank hold DLS as of Q1 2022.

Destiny Wealth Partners reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q1 2022 after selling out during the quarter.
Destiny Wealth Partners sold 147 WisdomTree International SmallCap Dividend Fund shares in Q1 2022, an estimated $11K.
Destiny Wealth Partners first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2020 and held it in 4 quarters.
Destiny Wealth Partners's WisdomTree International SmallCap Dividend Fund position peaked at $11K in Q4 2021.
207 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2022.

Based on Destiny Wealth Partners's 13F filing for Q1 2022, filed 21 Apr 2022.