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 $34.1B AUM 22.4% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 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

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

CCA

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

Dynamic Advisor Solutions's DLS Position: Q3 2024 in Review

Dynamic Advisor Solutions sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q3 2024, closing a stake of 6,659 shares — an estimated $422K sold.

Dynamic Advisor Solutions first reported a position in DLS in Q2 2018 and held it in 8 quarters. The position peaked at $556K in Q1 2024. 185 funds tracked by Wall St. Rank hold DLS as of Q3 2024.

Dynamic Advisor Solutions reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
Dynamic Advisor Solutions sold 6,659 WisdomTree International SmallCap Dividend Fund shares in Q3 2024, an estimated $422K.
Dynamic Advisor Solutions first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2018 and held it in 8 quarters.
Dynamic Advisor Solutions's WisdomTree International SmallCap Dividend Fund position peaked at $556K in Q1 2024.
185 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2024, filed 7 Oct 2024.