FFG Retirement Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

FFG Retirement Advisors’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	-24,122	Closed	-$1.53M	–	47
2024 Q2	$1.53M	Sell	24,122 -680	-3%	-$44.1K	1.07%	33
2024 Q1	$1.62M	Buy	24,802 +502	+2%	+$31.8K	1.14%	28
2023 Q4	$1.55M	Sell	24,300 -13,976	-37%	-$818K	1.2%	25
2023 Q3	$2.2M	Sell	38,276 -97	-0.3%	-$5.8K	1.82%	20
2023 Q2	$2.28M	Buy	38,373 +187	+0.5%	+$11.4K	1.83%	20
2023 Q1	$2.33M	Sell	38,186 -2,669	-7%	-$163K	1.99%	17
2022 Q4	$2.37M	Buy	+40,855	New	+$2.27M	2.16%	18

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 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

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

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

FFG Retirement Advisors's DLS Position: Q3 2024 in Review

FFG Retirement Advisors sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q3 2024, closing a stake of 24,122 shares — an estimated $1.53M sold.

FFG Retirement Advisors first reported a position in DLS in Q4 2022 and held it in 7 quarters. The position peaked at $2.37M in Q4 2022. 185 funds tracked by Wall St. Rank hold DLS as of Q3 2024.

FFG Retirement Advisors reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
FFG Retirement Advisors sold 24,122 WisdomTree International SmallCap Dividend Fund shares in Q3 2024, an estimated $1.53M.
FFG Retirement Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2022 and held it in 7 quarters.
FFG Retirement Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $2.37M in Q4 2022.
185 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2024.

Based on FFG Retirement Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.