Firestone Capital Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Firestone Capital 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
2021 Q4	–	Sell	-1,440	Closed	-$108K	–	209
2021 Q3	$108K	Buy	+1,440	New	+$110K	0.04%	155
2021 Q2	–	Sell	-1,440	Closed	-$104K	–	473
2021 Q1	$104K	Hold	1,440	–	–	0.04%	155
2020 Q4	$98K	Buy	1,440 +390	+37%	+$24.8K	0.04%	158
2020 Q3	$63K	Hold	1,050	–	–	0.03%	171
2020 Q2	$58K	Sell	1,050 -880	-46%	-$46.5K	0.03%	176
2020 Q1	$93K	Buy	1,930 +330	+21%	+$20.6K	0.05%	131
2019 Q4	$114K	Buy	+1,600	New	+$108K	0.05%	135

Other funds holding DLS

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return