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

FLP 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
-38
Closed -$2.36K – 153
2024
Q4 		$2.36K Buy
+38
New +$2.47K 0.01% 365

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FLP Wealth Management's DLS Position: Q1 2025 in Review

FLP Wealth Management sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q1 2025, closing a stake of 38 shares — an estimated $2.36K sold.

FLP Wealth Management first reported a position in DLS in Q4 2024 and held it in 1 quarter. The position peaked at $2.36K in Q4 2024. 190 funds tracked by Wall St. Rank hold DLS as of Q1 2025.

  • FLP Wealth Management reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • FLP Wealth Management sold 38 WisdomTree International SmallCap Dividend Fund shares in Q1 2025, an estimated $2.36K.
  • FLP Wealth Management first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2024 and held it in 1 quarter.
  • FLP Wealth Management's WisdomTree International SmallCap Dividend Fund position peaked at $2.36K in Q4 2024.
  • 190 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.