Financial Freedom LLC’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Financial Freedom LLC’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 Q2	–	Sell	-570	Closed	-$37.2K	–	373
2024 Q1	$37.2K	Buy	570 +1	+0.2%	+$63	0.02%	175
2023 Q4	$36.3K	Hold	569	–	–	0.02%	173
2023 Q3	$32.7K	Buy	569 +1	+0.2%	+$60	0.02%	178
2023 Q2	$33.8K	Buy	568 +1	+0.2%	+$61	0.02%	175
2023 Q1	$34.5K	Buy	567 +1	+0.2%	+$61	0.03%	166
2022 Q4	$32.8K	Buy	+566	New	+$31.4K	0.02%	171

Other funds holding DLS

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

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

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

RJA

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

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Financial Freedom LLC's DLS Position: Q2 2024 in Review

Financial Freedom LLC sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2024, closing a stake of 570 shares — an estimated $37.2K sold.

Financial Freedom LLC first reported a position in DLS in Q4 2022 and held it in 6 quarters. The position peaked at $37.2K in Q1 2024. 199 funds tracked by Wall St. Rank hold DLS as of Q2 2024.

Financial Freedom LLC reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q2 2024 after selling out during the quarter.
Financial Freedom LLC sold 570 WisdomTree International SmallCap Dividend Fund shares in Q2 2024, an estimated $37.2K.
Financial Freedom LLC first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2022 and held it in 6 quarters.
Financial Freedom LLC's WisdomTree International SmallCap Dividend Fund position peaked at $37.2K in Q1 2024.
199 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2024.

Based on Financial Freedom LLC's 13F filing for Q2 2024, filed 23 Jul 2024.