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

EPG 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	-57	Closed	-$3.59K	–	421
2024 Q4	$3.59K	Hold	57	–	–	﹤0.01%	405
2024 Q3	$3.94K	Buy	+57	New	+$3.78K	﹤0.01%	397
2024 Q2	–	Sell	-59	Closed	-$3.83K	–	420
2024 Q1	$3.85K	Hold	59	–	–	﹤0.01%	418
2023 Q4	$3.63K	Hold	59	–	–	﹤0.01%	402
2023 Q3	$3.39K	Sell	59 -2	-3%	-$120	﹤0.01%	395
2023 Q2	$3.63K	Sell	61 -22	-27%	-$1.34K	﹤0.01%	387
2023 Q1	$5.06K	Buy	83 +57	+219%	+$3.49K	﹤0.01%	388
2022 Q4	$1.51K	Hold	26	–	–	﹤0.01%	370
2022 Q3	$1K	Buy	+26	New	+$1.51K	﹤0.01%	376
2022 Q2	–	Sell	-52	Closed	-$4K	–	241
2022 Q1	$4K	Buy	52 +26	+100%	+$1.82K	﹤0.01%	372
2021 Q4	$2K	Hold	26	–	–	﹤0.01%	389
2021 Q3	$2K	Buy	+26	New	+$1.98K	﹤0.01%	365

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

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

Checchi Capital Advisers Beverly Hills, California $1.46B AUM 19.17% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return