Dynamic Advisor Solutions’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Dynamic Advisor Solutions’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	-6,659	Closed	-$422K	–	940
2024 Q2	$422K	Sell	6,659 -1,871	-22%	-$121K	0.01%	665
2024 Q1	$556K	Sell	8,530 -15	-0.2%	-$950	0.02%	580
2023 Q4	$536K	Hold	8,545	–	–	0.02%	562
2023 Q3	$491K	Hold	8,545	–	–	0.02%	524
2023 Q2	$508K	Buy	+8,545	New	+$521K	0.03%	493
2019 Q3	–	Sell	-3,842	Closed	-$250K	–	553
2019 Q2	$250K	Buy	+3,842	New	+$253K	0.04%	408
2018 Q4	–	Sell	-3,038	Closed	-$216K	–	409
2018 Q3	$216K	Sell	3,038 -180	-6%	-$12.9K	0.04%	358
2018 Q2	$231K	Buy	+3,218	New	+$245K	0.05%	347

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