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Fortis Capital Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Fortis Capital 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
2023
Q1 		– Sell
-200
Closed -$11.6K – 688
2022
Q4 		$11.6K Buy
+200
New +$11.1K 0.01% 464

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Fortis Capital Advisors's DLS Position: Q1 2023 in Review

Fortis Capital Advisors sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q1 2023, closing a stake of 200 shares — an estimated $11.6K sold.

Fortis Capital Advisors first reported a position in DLS in Q4 2022 and held it in 1 quarter. The position peaked at $11.6K in Q4 2022. 197 funds tracked by Wall St. Rank hold DLS as of Q1 2023.

  • Fortis Capital Advisors reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q1 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 200 WisdomTree International SmallCap Dividend Fund shares in Q1 2023, an estimated $11.6K.
  • Fortis Capital Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2022 and held it in 1 quarter.
  • Fortis Capital Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $11.6K in Q4 2022.
  • 197 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2023.

Based on Fortis Capital Advisors's 13F filing for Q1 2023, filed 15 May 2023.