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Flagship Harbor Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Flagship Harbor 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
2020
Q4 		– Sell
-404
Closed -$24K – 821
2020
Q3 		$24K Sell
404
-43
-10% -$2.53K ﹤0.01% 1077
2020
Q2 		$24K Hold
447
– – ﹤0.01% 1082
2020
Q1 		$21K Sell
447
-1,070
-71% -$66.7K ﹤0.01% 1008
2019
Q4 		$108K Hold
1,517
– – 0.02% 591
2019
Q3 		$96K Sell
1,517
-150
-9% -$9.48K 0.02% 590
2019
Q2 		$108K Sell
1,667
-78
-4% -$5.14K 0.02% 544
2019
Q1 		$114K Buy
1,745
+45
+3% +$2.92K 0.02% 527
2018
Q4 		$102K Hold
1,700
– – 0.02% 511
2018
Q3 		$121K Buy
1,700
+150
+10% +$10.7K 0.02% 542
2018
Q2 		$111K Buy
+1,550
New +$118K 0.02% 545

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EA
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $542M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return