Dogwood Wealth Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Dogwood Wealth 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
2025 Q1	–	Sell	-26	Closed	-$1.64K	–	538
2024 Q4	$1.64K	Sell	26 -738	-97%	-$48K	﹤0.01%	236
2024 Q3	$52.8K	Sell	764 -8	-1%	-$530	0.03%	113
2024 Q2	$49K	Sell	772 -1,442	-65%	-$93.5K	0.03%	115
2024 Q1	$144K	Sell	2,214 -1,400	-39%	-$88.7K	0.1%	85
2023 Q4	$231K	Buy	+3,614	New	+$211K	0.18%	74

Other funds holding DLS

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

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 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

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

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

MCM

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Dogwood Wealth Management's DLS Position: Q1 2025 in Review

Dogwood Wealth Management sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q1 2025, closing a stake of 26 shares — an estimated $1.64K sold.

Dogwood Wealth Management first reported a position in DLS in Q4 2023 and held it in 5 quarters. The position peaked at $231K in Q4 2023. 190 funds tracked by Wall St. Rank hold DLS as of Q1 2025.

Dogwood Wealth Management reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q1 2025 after selling out during the quarter.
Dogwood Wealth Management sold 26 WisdomTree International SmallCap Dividend Fund shares in Q1 2025, an estimated $1.64K.
Dogwood Wealth Management first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2023 and held it in 5 quarters.
Dogwood Wealth Management's WisdomTree International SmallCap Dividend Fund position peaked at $231K in Q4 2023.
190 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2025.

Based on Dogwood Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.